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 | $38,540 | $76,564-49.7% | $105,582-63.5% | $94,015-59.0% |
| Participation rate | 85.0% | 65.2%+19.8pp | 71.8%+13.2pp | 70.8%+14.2pp |
| Annual return | 16.73% | 20.69%-4.0pp | 18.61%-1.9pp | 17.84%-1.1pp |
| Employer contribution / active EE | $1,960 | $1,995-1.8% | $2,984-34.3% | $2,790-29.8% |
| Participant deferral / active EE | $4,185 | $3,320+26.0% | $4,353-3.9% | $4,249-1.5% |
| Admin fee / account holder | $4,729 | $7,129-33.7% | $12,856-63.2% | $8,951-47.2% |