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 | $50,362 | $72,273-30.3% | $101,275-50.3% | $79,856-36.9% |
| Participation rate | 95.8% | 68.5%+27.3pp | 75.8%+20.0pp | 69.6%+26.1pp |
| Annual return | 13.55% | 22.30%-8.7pp | 46.48%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,774 | $2,691+3.1% | $3,660-24.2% | $2,471+12.2% |
| Participant deferral / active EE | $2,240 | $3,282-31.7% | $4,371-48.7% | $3,741-40.1% |
| Admin fee / account holder | $769 | $4,401-82.5% | $5,948-87.1% | $5,306-85.5% |