Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,802 | $95,453-60.4% | $112,040-66.3% | $82,448-54.1% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 18.75% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,122 | $2,318-8.4% | $2,954-28.2% | $2,551-16.8% |
| Participant deferral / active EE | $3,690 | $4,224-12.6% | $5,098-27.6% | $4,139-10.9% |
| Admin fee / account holder | $1,648 | $9,013-81.7% | $12,098-86.4% | $7,234-77.2% |