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 | $44,615 | $90,486-50.7% | $78,676-43.3% | $273,972-83.7% |
| Participation rate | 84.2% | 76.5%+7.7pp | 73.6%+10.6pp | 83.0%+1.2pp |
| Annual return | 8.15% | 75.62%-67.5pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,663 | $3,175+46.9% | $2,850+63.6% | $4,869-4.2% |
| Participant deferral / active EE | $8,281 | $3,901+112.3% | $3,517+135.5% | $5,287+56.6% |
| Admin fee / account holder | $799 | $5,263-84.8% | $4,510-82.3% | $10,133-92.1% |