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 | $36,534 | $71,230-48.7% | $93,727-61.0% | $80,959-54.9% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.7%+30.0pp |
| Annual return | 15.85% | 11.26%+4.6pp | 133.83%-118.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,556 | $1,565-0.6% | $2,421-35.7% | $2,757-43.6% |
| Participant deferral / active EE | $1,502 | $4,037-62.8% | $4,417-66.0% | $4,300-65.1% |
| Admin fee / account holder | $2,182 | $6,961-68.7% | $8,292-73.7% | $6,925-68.5% |