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 | $37,407 | $39,132-4.4% | $57,196-34.6% | $62,881-40.5% |
| Participation rate | 96.5% | 70.5%+26.0pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 4.68% | 9.24%-4.6pp | 14.59%-9.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,761 | $1,874+47.4% | $2,683+2.9% | $2,281+21.1% |
| Participant deferral / active EE | $3,746 | $2,374+57.8% | $3,096+21.0% | $3,203+17.0% |
| Admin fee / account holder | $1,832 | $2,594-29.4% | $3,141-41.7% | $4,296-57.3% |