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 | $25,540 | $99,345-74.3% | $84,753-69.9% | $273,972-90.7% |
| Participation rate | 94.4% | 80.7%+13.7pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 4.48% | 22.93%-18.4pp | 22.78%-18.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $7,389 | $4,214+75.4% | $3,574+106.7% | $4,869+51.8% |
| Participant deferral / active EE | $2,915 | $4,270-31.7% | $3,712-21.5% | $5,287-44.9% |
| Admin fee / account holder | $1,724 | $6,645-74.1% | $5,333-67.7% | $10,133-83.0% |