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 | $34,360 | $77,472-55.6% | $100,415-65.8% | $80,959-57.6% |
| Participation rate | 89.2% | 76.9%+12.2pp | 81.5%+7.7pp | 67.7%+21.5pp |
| Annual return | 13.18% | 37.26%-24.1pp | 49.47%-36.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,363 | $2,800-51.3% | $3,943-65.4% | $2,757-50.6% |
| Participant deferral / active EE | $3,232 | $6,818-52.6% | $8,091-60.1% | $4,300-24.8% |
| Admin fee / account holder | $5,975 | $5,885+1.5% | $7,906-24.4% | $6,925-13.7% |