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 | $49,497 | $78,707-37.1% | $117,861-58.0% | $70,126-29.4% |
| Participation rate | 79.1% | 73.2%+5.9pp | 79.7%-0.6pp | 69.5%+9.5pp |
| Annual return | 18.25% | 23.30%-5.0pp | 335.11%-316.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,446 | $2,223-35.0% | $3,786-61.8% | $2,343-38.3% |
| Participant deferral / active EE | $3,843 | $3,297+16.6% | $4,482-14.3% | $3,332+15.4% |
| Admin fee / account holder | $307 | $5,066-93.9% | $8,021-96.2% | $4,645-93.4% |