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 | $31,160 | $81,504-61.8% | $102,437-69.6% | $80,959-61.5% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 10.69% | 25.60%-14.9pp | 24.95%-14.3pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,379 | $3,104-23.4% | $3,871-38.5% | $2,757-13.7% |
| Participant deferral / active EE | $2,032 | $3,871-47.5% | $5,060-59.9% | $4,300-52.8% |
| Admin fee / account holder | $1,537 | $6,719-77.1% | $8,388-81.7% | $6,925-77.8% |