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 | $48,044 | $73,787-34.9% | $98,716-51.3% | $82,448-41.7% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.3%+0.7pp | 68.1%+1.9pp |
| Annual return | 13.95% | 18.57%-4.6pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,363 | $3,081+9.2% | $4,048-16.9% | $4,139-18.7% |
| Admin fee / account holder | $474 | $6,500-92.7% | $8,703-94.6% | $7,234-93.4% |