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 | $25,856 | $76,551-66.2% | $123,894-79.1% | $62,881-58.9% |
| Participation rate | 88.7% | 73.0%+15.7pp | 81.4%+7.3pp | 69.3%+19.4pp |
| Annual return | 11.59% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,107 | $2,882+42.5% | $4,617-11.0% | $2,281+80.1% |
| Participant deferral / active EE | $9,395 | $4,840+94.1% | $5,984+57.0% | $3,203+193.3% |
| Admin fee / account holder | $1,864 | $4,826-61.4% | $8,357-77.7% | $4,296-56.6% |