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 | $45,147 | $99,345-54.6% | $84,753-46.7% | $273,972-83.5% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 8.85% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,373 | $4,214-67.4% | $3,574-61.6% | $4,869-71.8% |
| Participant deferral / active EE | $4,199 | $4,270-1.7% | $3,712+13.1% | $5,287-20.6% |
| Admin fee / account holder | $12,149 | $6,645+82.8% | $5,333+127.8% | $10,133+19.9% |