Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,252 | $46,534-39.3% | $64,097-55.9% | $75,177-62.4% |
| Participation rate | 93.5% | 65.9%+27.6pp | 72.3%+21.2pp | 67.2%+26.3pp |
| Annual return | 14.54% | 26.07%-11.5pp | 33.75%-19.2pp | 160.75%-146.2pp |
| Employer contribution / active EE | $3,118 | $1,976+57.8% | $2,750+13.4% | $2,671+16.7% |
| Participant deferral / active EE | $3,639 | $2,835+28.4% | $3,881-6.2% | $4,126-11.8% |
| Admin fee / account holder | $2,393 | $2,957-19.1% | $3,070-22.0% | $5,651-57.7% |