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 | $36,926 | $54,757-32.6% | $90,304-59.1% | $72,975-49.4% |
| Participation rate | 73.5% | 65.2%+8.3pp | 73.3%+0.2pp | 69.5%+4.0pp |
| Annual return | 23.13% | 30.63%-7.5pp | 78.13%-55.0pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,004 | $2,093-52.0% | $2,855-64.8% | $2,440-58.9% |
| Participant deferral / active EE | $1,798 | $2,887-37.7% | $3,885-53.7% | $3,608-50.2% |
| Admin fee / account holder | $4,008 | $3,973+0.9% | $5,354-25.1% | $5,124-21.8% |