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 | $40,355 | $57,119-29.3% | $85,187-52.6% | $80,935-50.1% |
| Participation rate | 88.7% | 56.4%+32.3pp | 67.5%+21.2pp | 67.7%+21.1pp |
| Annual return | 15.94% | 21.70%-5.8pp | 66.67%-50.7pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,903 | $1,802+5.6% | $2,732-30.4% | $2,757-31.0% |
| Participant deferral / active EE | $6,002 | $3,115+92.7% | $4,525+32.7% | $4,299+39.6% |
| Admin fee / account holder | $5,659 | $4,990+13.4% | $6,162-8.2% | $6,924-18.3% |