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 | $45,483 | $88,707-48.7% | $74,184-38.7% | $273,972-83.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 12.45% | 11.94%+0.5pp | 17.74%-5.3pp | 41.46%-29.0pp |
| Employer contribution / active EE | $2,701 | $3,159-14.5% | $2,370+13.9% | $4,869-44.5% |
| Participant deferral / active EE | $6,105 | $4,212+45.0% | $3,550+72.0% | $5,287+15.5% |
| Admin fee / account holder | $755 | $8,717-91.3% | $5,586-86.5% | $10,133-92.6% |