Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,714 | $79,894-37.8% | $135,792-63.4% | $82,637-39.8% |
| Participation rate | 86.1% | 63.0%+23.1pp | 72.6%+13.5pp | 68.1%+18.1pp |
| Annual return | 19.69% | 17.20%+2.5pp | 25.96%-6.3pp | 53.51%-33.8pp |
| Employer contribution / active EE | $3,886 | $2,165+79.5% | $3,496+11.2% | $2,552+52.3% |
| Participant deferral / active EE | $7,460 | $3,194+133.6% | $4,759+56.7% | $4,126+80.8% |
| Admin fee / account holder | $2,808 | $6,434-56.4% | $12,266-77.1% | $7,339-61.7% |