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 | $41,759 | $72,492-42.4% | $87,104-52.1% | $72,975-42.8% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 32.57% | 24.46%+8.1pp | 28.19%+4.4pp | 81.01%-48.4pp |
| Employer contribution / active EE | $1,840 | $1,894-2.8% | $2,521-27.0% | $2,440-24.6% |
| Participant deferral / active EE | $6,059 | $3,270+85.3% | $4,048+49.7% | $3,608+68.0% |
| Admin fee / account holder | $405 | $5,055-92.0% | $7,491-94.6% | $5,124-92.1% |