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 | $40,292 | $81,262-50.4% | $155,602-74.1% | $80,911-50.2% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.0pp | 67.6%+22.6pp |
| Annual return | 11.72% | 33.34%-21.6pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $2,996 | $3,102-3.4% | $4,675-35.9% | $2,756+8.7% |
| Participant deferral / active EE | $3,440 | $3,451-0.3% | $5,629-38.9% | $4,297-20.0% |
| Admin fee / account holder | $2,288 | $7,992-71.4% | $15,923-85.6% | $6,935-67.0% |