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 | $21,671 | $48,078-54.9% | $78,676-72.5% | $62,881-65.5% |
| Participation rate | 74.1% | 65.2%+8.9pp | 73.6%+0.5pp | 69.3%+4.8pp |
| Annual return | 10.52% | 31.36%-20.8pp | 62.19%-51.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,997 | $2,015-0.9% | $2,850-29.9% | $2,281-12.4% |
| Participant deferral / active EE | $4,275 | $2,587+65.2% | $3,517+21.6% | $3,203+33.5% |
| Admin fee / account holder | $518 | $3,206-83.8% | $4,510-88.5% | $4,296-87.9% |