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 | $44,439 | $49,249-9.8% | $70,476-36.9% | $79,852-44.3% |
| Participation rate | 82.9% | 69.2%+13.7pp | 75.1%+7.8pp | 69.6%+13.3pp |
| Annual return | 31.09% | 30.09%+1.0pp | 109.12%-78.0pp | 31.72%-0.6pp |
| Employer contribution / active EE | $2,910 | $2,100+38.6% | $2,738+6.3% | $2,471+17.8% |
| Participant deferral / active EE | $5,387 | $2,769+94.6% | $3,710+45.2% | $3,740+44.0% |
| Admin fee / account holder | $867 | $2,878-69.9% | $3,847-77.5% | $5,306-83.7% |