Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,074 | $86,949-52.8% | $102,460-59.9% | $80,959-49.3% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.7%+27.9pp |
| Annual return | 13.64% | 18.89%-5.3pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,967 | $2,370-17.0% | $3,025-35.0% | $2,757-28.6% |
| Participant deferral / active EE | $4,168 | $4,121+1.1% | $5,056-17.6% | $4,300-3.1% |
| Admin fee / account holder | $1,400 | $8,048-82.6% | $9,460-85.2% | $6,925-79.8% |