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 | $45,437 | $78,705-42.3% | $117,860-61.4% | $70,124-35.2% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 19.57% | 23.30%-3.7pp | 335.10%-315.5pp | 73.14%-53.6pp |
| Employer contribution / active EE | $2,212 | $2,223-0.5% | $3,786-41.6% | $2,342-5.6% |
| Participant deferral / active EE | $4,364 | $3,297+32.4% | $4,482-2.6% | $3,332+31.0% |
| Admin fee / account holder | $946 | $5,065-81.3% | $8,021-88.2% | $4,645-79.6% |