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 | $58,434 | $56,287+3.8% | $80,977-27.8% | $62,881-7.1% |
| Participation rate | 75.8% | 68.9%+6.8pp | 75.8%-0.1pp | 69.3%+6.5pp |
| Annual return | 12.95% | 22.13%-9.2pp | 17.11%-4.2pp | 20.14%-7.2pp |
| Employer contribution / active EE | $3,280 | $1,943+68.8% | $3,715-11.7% | $2,281+43.8% |
| Participant deferral / active EE | $3,318 | $4,196-20.9% | $5,696-41.8% | $3,203+3.6% |
| Admin fee / account holder | $996 | $3,742-73.4% | $5,517-81.9% | $4,296-76.8% |