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 | $46,565 | $53,596-13.1% | $90,657-48.6% | $64,173-27.4% |
| Participation rate | 96.4% | 64.5%+31.8pp | 74.0%+22.3pp | 69.6%+26.8pp |
| Annual return | 8.97% | 4.41%+4.6pp | 1.89%+7.1pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,730 | $1,503+81.6% | $2,532+7.8% | $2,381+14.6% |
| Participant deferral / active EE | $2,679 | $2,459+9.0% | $3,424-21.8% | $3,470-22.8% |
| Admin fee / account holder | $8,108 | $3,868+109.6% | $4,994+62.3% | $4,887+65.9% |