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 | $30,026 | $39,132-23.3% | $57,196-47.5% | $62,881-52.2% |
| Participation rate | 93.6% | 70.5%+23.1pp | 75.3%+18.3pp | 69.3%+24.3pp |
| Annual return | 7.29% | 9.24%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,787 | $1,874-4.7% | $2,683-33.4% | $2,281-21.7% |
| Participant deferral / active EE | $2,866 | $2,374+20.7% | $3,096-7.4% | $3,203-10.5% |
| Admin fee / account holder | $2,131 | $2,594-17.9% | $3,141-32.2% | $4,296-50.4% |