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 | $31,842 | $48,078-33.8% | $78,676-59.5% | $62,881-49.4% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.6%+23.2pp | 69.3%+27.5pp |
| Annual return | 5.63% | 31.36%-25.7pp | 62.19%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $954 | $2,015-52.6% | $2,850-66.5% | $2,281-58.2% |
| Participant deferral / active EE | $3,130 | $2,587+21.0% | $3,517-11.0% | $3,203-2.3% |
| Admin fee / account holder | $1,439 | $3,206-55.1% | $4,510-68.1% | $4,296-66.5% |