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 | $32,675 | $81,457-59.9% | $103,378-68.4% | $80,911-59.6% |
| Participation rate | 73.6% | 66.8%+6.7pp | 74.5%-0.9pp | 67.6%+5.9pp |
| Annual return | 17.97% | 25.58%-7.6pp | 24.91%-6.9pp | 35.63%-17.7pp |
| Employer contribution / active EE | $2,035 | $3,107-34.5% | $3,870-47.4% | $2,756-26.2% |
| Participant deferral / active EE | $3,953 | $3,871+2.1% | $5,058-21.8% | $4,297-8.0% |
| Admin fee / account holder | $2,342 | $6,717-65.1% | $8,401-72.1% | $6,935-66.2% |