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 | $54,310 | $86,938-37.5% | $102,423-47.0% | $80,925-32.9% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.7%+19.6pp |
| Annual return | 33.89% | 18.89%+15.0pp | 29.42%+4.5pp | 35.65%-1.8pp |
| Employer contribution / active EE | $1,163 | $2,369-50.9% | $3,023-61.5% | $2,756-57.8% |
| Participant deferral / active EE | $2,681 | $4,120-34.9% | $5,054-46.9% | $4,299-37.6% |
| Admin fee / account holder | $1,941 | $8,053-75.9% | $9,455-79.5% | $6,940-72.0% |