Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,541 | $86,919-48.8% | $102,457-56.5% | $80,911-45.0% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.6%+9.8pp |
| Annual return | 10.76% | 18.90%-8.1pp | 29.41%-18.6pp | 35.63%-24.9pp |
| Employer contribution / active EE | $3,862 | $2,368+63.1% | $3,022+27.8% | $2,756+40.1% |
| Participant deferral / active EE | $3,773 | $4,119-8.4% | $5,054-25.4% | $4,297-12.2% |
| Admin fee / account holder | $769 | $8,049-90.4% | $9,451-91.9% | $6,935-88.9% |