Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,988 | $77,638-34.3% | $156,551-67.4% | $62,881-18.9% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 6.84% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,739 | $3,444-20.5% | $5,501-50.2% | $2,281+20.1% |
| Participant deferral / active EE | $4,493 | $3,046+47.5% | $4,871-7.8% | $3,203+40.3% |
| Admin fee / account holder | $762 | $5,561-86.3% | $13,028-94.1% | $4,296-82.3% |