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 | $36,555 | $72,486-49.6% | $87,103-58.0% | $72,976-49.9% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 19.81% | 24.46%-4.6pp | 28.19%-8.4pp | 81.02%-61.2pp |
| Employer contribution / active EE | $735 | $1,894-61.2% | $2,521-70.8% | $2,440-69.9% |
| Participant deferral / active EE | $1,605 | $3,270-50.9% | $4,049-60.4% | $3,608-55.5% |
| Admin fee / account holder | $3,708 | $5,055-26.6% | $7,491-50.5% | $5,124-27.6% |