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 | $27,921 | $56,894-50.9% | $84,753-67.1% | $62,881-55.6% |
| Participation rate | 97.6% | 68.5%+29.0pp | 76.6%+21.0pp | 69.3%+28.3pp |
| Annual return | 9.88% | 6.30%+3.6pp | 22.78%-12.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,085 | $2,400-13.1% | $3,574-41.7% | $2,281-8.6% |
| Participant deferral / active EE | $3,294 | $2,709+21.6% | $3,712-11.3% | $3,203+2.8% |
| Admin fee / account holder | $1,004 | $3,581-72.0% | $5,333-81.2% | $4,296-76.6% |