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 | $50,816 | $124,980-59.3% | $108,359-53.1% | $154,746-67.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 11.67% | 45.00%-33.3pp | 36.89%-25.2pp | 172.34%-160.7pp |
| Employer contribution / active EE | $707 | $2,851-75.2% | $2,399-70.5% | $4,379-83.8% |
| Participant deferral / active EE | $3,012 | $4,743-36.5% | $4,137-27.2% | $6,730-55.2% |
| Admin fee / account holder | $1,900 | $11,502-83.5% | $9,741-80.5% | $14,365-86.8% |