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 | $33,124 | $54,763-39.5% | $90,324-63.3% | $72,976-54.6% |
| Participation rate | 71.4% | 65.2%+6.3pp | 73.3%-1.9pp | 69.5%+1.9pp |
| Annual return | 23.12% | 30.63%-7.5pp | 78.15%-55.0pp | 81.02%-57.9pp |
| Employer contribution / active EE | $2,093 | $2,0930% | $2,856-26.7% | $2,440-14.2% |
| Participant deferral / active EE | $2,105 | $2,887-27.1% | $3,885-45.8% | $3,608-41.7% |
| Admin fee / account holder | $2,877 | $3,973-27.6% | $5,356-46.3% | $5,124-43.8% |