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 | $68,441 | $136,860-50.0% | $120,344-43.1% | $154,746-55.8% |
| Participation rate | 76.9% | 79.9%-3.0pp | 76.7%+0.2pp | 80.7%-3.8pp |
| Annual return | 12.82% | 21.38%-8.6pp | 20.30%-7.5pp | 172.34%-159.5pp |
| Employer contribution / active EE | $963 | $3,533-72.7% | $3,020-68.1% | $4,379-78.0% |
| Participant deferral / active EE | $2,791 | $5,793-51.8% | $5,135-45.7% | $6,730-58.5% |
| Admin fee / account holder | $792 | $15,393-94.9% | $12,742-93.8% | $14,365-94.5% |