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 | $28,121 | $41,377-32.0% | $109,313-74.3% | $62,881-55.3% |
| Participation rate | 89.3% | 57.5%+31.7pp | 71.3%+18.0pp | 69.3%+20.0pp |
| Annual return | 8.37% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,597 | $1,276+181.9% | $3,892-7.6% | $2,281+57.7% |
| Participant deferral / active EE | $4,084 | $2,045+99.7% | $3,166+29.0% | $3,203+27.5% |
| Admin fee / account holder | $3,837 | $2,884+33.0% | $5,666-32.3% | $4,296-10.7% |