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 | $40,501 | $48,364-16.3% | $71,796-43.6% | $62,881-35.6% |
| Participation rate | 74.7% | 60.6%+14.1pp | 69.1%+5.6pp | 69.3%+5.4pp |
| Annual return | 10.59% | 13.16%-2.6pp | 78.04%-67.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,294 | $1,042+24.2% | $1,924-32.7% | $2,281-43.3% |
| Participant deferral / active EE | $1,694 | $2,091-19.0% | $2,794-39.4% | $3,203-47.1% |
| Admin fee / account holder | $680 | $3,771-82.0% | $4,815-85.9% | $4,296-84.2% |