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 | $33,371 | $80,985-58.8% | $96,576-65.4% | $75,181-55.6% |
| Participation rate | 92.2% | 71.8%+20.4pp | 76.0%+16.2pp | 67.2%+25.0pp |
| Annual return | 20.78% | 27.05%-6.3pp | 25.87%-5.1pp | 160.69%-139.9pp |
| Employer contribution / active EE | $2,148 | $2,282-5.9% | $2,965-27.6% | $2,671-19.6% |
| Participant deferral / active EE | $4,194 | $3,929+6.7% | $4,851-13.5% | $4,126+1.6% |
| Admin fee / account holder | $5,622 | $6,719-16.3% | $8,253-31.9% | $5,650-0.5% |