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 | $48,334 | $135,956-64.4% | $123,894-61.0% | $273,972-82.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 21.50% | 56.63%-35.1pp | 47.52%-26.0pp | 41.46%-20.0pp |
| Employer contribution / active EE | $1,239 | $5,170-76.0% | $4,617-73.2% | $4,869-74.5% |
| Participant deferral / active EE | $2,630 | $6,343-58.5% | $5,984-56.1% | $5,287-50.3% |
| Admin fee / account holder | $890 | $9,817-90.9% | $8,357-89.4% | $10,133-91.2% |