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 | $34,935 | $72,272-51.7% | $101,264-65.5% | $79,858-56.3% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 16.54% | 22.30%-5.8pp | 46.48%-29.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,325 | $2,692-50.8% | $3,660-63.8% | $2,471-46.4% |
| Participant deferral / active EE | $3,290 | $3,282+0.3% | $4,370-24.7% | $3,740-12.0% |
| Admin fee / account holder | $1,423 | $4,401-67.7% | $5,947-76.1% | $5,306-73.2% |