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 | $38,276 | $49,249-22.3% | $70,476-45.7% | $79,852-52.1% |
| Participation rate | 75.0% | 69.2%+5.8pp | 75.1%-0.1pp | 69.6%+5.4pp |
| Annual return | 25.50% | 30.09%-4.6pp | 109.12%-83.6pp | 31.72%-6.2pp |
| Employer contribution / active EE | $2,228 | $2,100+6.1% | $2,738-18.6% | $2,471-9.9% |
| Participant deferral / active EE | $5,518 | $2,769+99.3% | $3,710+48.7% | $3,740+47.5% |
| Admin fee / account holder | $3,237 | $2,878+12.5% | $3,847-15.8% | $5,306-39.0% |