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 | $60,582 | $81,446-25.6% | $103,374-41.4% | $80,874-25.1% |
| Participation rate | 97.1% | 66.9%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 15.27% | 25.57%-10.3pp | 24.89%-9.6pp | 35.62%-20.3pp |
| Employer contribution / active EE | $2,096 | $3,107-32.5% | $3,869-45.8% | $2,756-23.9% |
| Participant deferral / active EE | $4,828 | $3,870+24.8% | $5,058-4.5% | $4,297+12.4% |
| Admin fee / account holder | $7,995 | $6,715+19.1% | $8,394-4.8% | $6,935+15.3% |