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 | $51,548 | $57,140-9.8% | $85,240-39.5% | $80,959-36.3% |
| Participation rate | 70.3% | 56.4%+13.9pp | 67.5%+2.7pp | 67.7%+2.6pp |
| Annual return | 12.63% | 21.71%-9.1pp | 66.75%-54.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,967 | $1,802+9.1% | $2,735-28.1% | $2,757-28.7% |
| Participant deferral / active EE | $4,612 | $3,115+48.1% | $4,527+1.9% | $4,300+7.3% |
| Admin fee / account holder | $309 | $4,992-93.8% | $6,165-95.0% | $6,925-95.5% |