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 | $32,839 | $86,949-62.2% | $102,460-67.9% | $80,959-59.4% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.7%+24.9pp |
| Annual return | 11.37% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,128 | $2,370-10.2% | $3,025-29.7% | $2,757-22.8% |
| Participant deferral / active EE | $4,642 | $4,121+12.6% | $5,056-8.2% | $4,300+7.9% |
| Admin fee / account holder | $9,283 | $8,048+15.3% | $9,460-1.9% | $6,925+34.0% |