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 | $16,505 | $93,064-82.3% | $74,577-77.9% | $273,972-94.0% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 28.73% | 26.18%+2.5pp | 20.47%+8.3pp | 41.46%-12.7pp |
| Employer contribution / active EE | $1,827 | $3,160-42.2% | $2,525-27.7% | $4,869-62.5% |
| Participant deferral / active EE | $4,359 | $4,160+4.8% | $3,458+26.0% | $5,287-17.6% |
| Admin fee / account holder | $1,196 | $5,273-77.3% | $4,138-71.1% | $10,133-88.2% |