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 | $43,084 | $72,492-40.6% | $87,104-50.5% | $72,975-41.0% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 22.19% | 24.46%-2.3pp | 28.19%-6.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $772 | $1,894-59.2% | $2,521-69.4% | $2,440-68.4% |
| Participant deferral / active EE | $3,171 | $3,270-3.0% | $4,048-21.7% | $3,608-12.1% |
| Admin fee / account holder | $2,177 | $5,055-56.9% | $7,491-70.9% | $5,124-57.5% |