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 | $54,217 | $60,349-10.2% | $74,184-26.9% | $62,881-13.8% |
| Participation rate | 82.8% | 72.7%+10.0pp | 76.6%+6.1pp | 69.3%+13.5pp |
| Annual return | 8.43% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,270 | $1,680+35.1% | $2,370-4.2% | $2,281-0.5% |
| Participant deferral / active EE | $4,098 | $2,856+43.5% | $3,550+15.5% | $3,203+28.0% |
| Admin fee / account holder | $886 | $4,261-79.2% | $5,586-84.1% | $4,296-79.4% |