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 | $24,645 | $76,551-67.8% | $123,894-80.1% | $62,881-60.8% |
| Participation rate | 80.8% | 73.0%+7.8pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 11.44% | 18.68%-7.2pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $721 | $2,882-75.0% | $4,617-84.4% | $2,281-68.4% |
| Participant deferral / active EE | $5,420 | $4,840+12.0% | $5,984-9.4% | $3,203+69.2% |
| Admin fee / account holder | $3,088 | $4,826-36.0% | $8,357-63.0% | $4,296-28.1% |