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 | $28,482 | $55,713-48.9% | $75,901-62.5% | $72,975-61.0% |
| Participation rate | 84.8% | 61.1%+23.7pp | 69.3%+15.5pp | 69.5%+15.3pp |
| Annual return | 44.76% | 27.60%+17.2pp | 30.76%+14.0pp | 81.01%-36.3pp |
| Employer contribution / active EE | $4,797 | $1,687+184.3% | $2,501+91.8% | $2,440+96.6% |
| Participant deferral / active EE | $2,787 | $2,634+5.8% | $3,603-22.6% | $3,608-22.7% |
| Admin fee / account holder | $310 | $3,980-92.2% | $5,420-94.3% | $5,124-93.9% |