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 | $32,662 | $136,307-76.0% | $106,619-69.4% | $273,972-88.1% |
| Participation rate | 91.7% | 84.8%+6.9pp | 78.0%+13.7pp | 83.0%+8.7pp |
| Annual return | 15.26% | 11.05%+4.2pp | 9.42%+5.8pp | 41.46%-26.2pp |
| Employer contribution / active EE | $4,040 | $5,190-22.2% | $3,947+2.4% | $4,869-17.0% |
| Participant deferral / active EE | $8,349 | $4,969+68.0% | $3,930+112.5% | $5,287+57.9% |
| Admin fee / account holder | $419 | $8,625-95.1% | $6,418-93.5% | $10,133-95.9% |