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 | $38,227 | $81,358-53.0% | $155,556-75.4% | $80,959-52.8% |
| Participation rate | 96.6% | 66.3%+30.3pp | 78.2%+18.4pp | 67.7%+28.9pp |
| Annual return | 12.20% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $3,073 | $3,106-1.1% | $4,675-34.3% | $2,757+11.5% |
| Participant deferral / active EE | $3,625 | $3,455+4.9% | $5,631-35.6% | $4,300-15.7% |
| Admin fee / account holder | $4,470 | $7,994-44.1% | $15,885-71.9% | $6,925-35.5% |