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 | $45,212 | $106,267-57.5% | $96,520-53.2% | $139,456-67.6% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.1pp |
| Annual return | 18.17% | 38.45%-20.3pp | 35.72%-17.5pp | 373.45%-355.3pp |
| Employer contribution / active EE | $3,544 | $4,105-13.7% | $3,739-5.2% | $4,753-25.4% |
| Participant deferral / active EE | $1,558 | $5,454-71.4% | $4,879-68.1% | $6,711-76.8% |
| Admin fee / account holder | $7,495 | $7,882-4.9% | $6,733+11.3% | $11,407-34.3% |