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 | $35,985 | $97,550-63.1% | $120,344-70.1% | $87,485-58.9% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.7%+14.2pp | 68.9%+22.0pp |
| Annual return | 15.99% | 18.41%-2.4pp | 20.30%-4.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,746 | $2,291-23.8% | $3,020-42.2% | $2,596-32.8% |
| Participant deferral / active EE | $4,881 | $4,230+15.4% | $5,135-4.9% | $4,274+14.2% |
| Admin fee / account holder | $7,943 | $9,543-16.8% | $12,742-37.7% | $7,775+2.2% |