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 | $49,426 | $81,331-39.2% | $155,534-68.2% | $80,935-38.9% |
| Participation rate | 78.0% | 66.3%+11.7pp | 78.2%-0.2pp | 67.7%+10.3pp |
| Annual return | 13.48% | 33.37%-19.9pp | 64.92%-51.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $749 | $3,105-75.9% | $4,675-84.0% | $2,757-72.8% |
| Participant deferral / active EE | $2,855 | $3,454-17.3% | $5,630-49.3% | $4,299-33.6% |
| Admin fee / account holder | $707 | $7,999-91.2% | $15,900-95.6% | $6,924-89.8% |