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 | $48,641 | $79,867-39.1% | $120,344-59.6% | $64,340-24.4% |
| Participation rate | 97.0% | 63.0%+34.0pp | 76.7%+20.3pp | 55.2%+41.8pp |
| Annual return | 13.36% | 21.10%-7.7pp | 20.30%-6.9pp | 24.14%-10.8pp |
| Employer contribution / active EE | $2,968 | $1,925+54.2% | $3,020-1.7% | $1,862+59.4% |
| Participant deferral / active EE | $2,667 | $3,593-25.8% | $5,135-48.1% | $2,980-10.5% |
| Admin fee / account holder | $6,110 | $5,039+21.2% | $12,742-52.1% | $3,703+65.0% |