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 | $36,255 | $97,550-62.8% | $120,344-69.9% | $87,485-58.6% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.7%+17.4pp | 68.9%+25.2pp |
| Annual return | 19.35% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,059 | $2,291-53.8% | $3,020-64.9% | $2,596-59.2% |
| Participant deferral / active EE | $2,641 | $4,230-37.6% | $5,135-48.6% | $4,274-38.2% |
| Admin fee / account holder | $907 | $9,543-90.5% | $12,742-92.9% | $7,775-88.3% |