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 | $30,925 | $72,272-57.2% | $101,264-69.5% | $79,858-61.3% |
| Participation rate | 75.6% | 68.5%+7.2pp | 75.8%-0.2pp | 69.6%+6.0pp |
| Annual return | 24.04% | 22.30%+1.7pp | 46.48%-22.4pp | 31.72%-7.7pp |
| Employer contribution / active EE | $1,566 | $2,692-41.8% | $3,660-57.2% | $2,471-36.6% |
| Participant deferral / active EE | $2,927 | $3,282-10.8% | $4,370-33.0% | $3,740-21.7% |
| Admin fee / account holder | $1,636 | $4,401-62.8% | $5,947-72.5% | $5,306-69.2% |