Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,416 | $81,457-63.9% | $103,378-71.5% | $80,911-63.6% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 11.29% | 25.58%-14.3pp | 24.91%-13.6pp | 35.63%-24.3pp |
| Employer contribution / active EE | $2,280 | $3,107-26.6% | $3,870-41.1% | $2,756-17.3% |
| Participant deferral / active EE | $4,074 | $3,871+5.3% | $5,058-19.4% | $4,297-5.2% |
| Admin fee / account holder | $1,645 | $6,717-75.5% | $8,401-80.4% | $6,935-76.3% |