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 | $19,393 | $43,075-55.0% | $74,577-74.0% | $62,881-69.2% |
| Participation rate | 96.6% | 58.1%+38.5pp | 68.1%+28.4pp | 69.3%+27.2pp |
| Annual return | 30.40% | 17.50%+12.9pp | 20.47%+9.9pp | 20.14%+10.3pp |
| Employer contribution / active EE | $2,154 | $1,498+43.9% | $2,525-14.7% | $2,281-5.5% |
| Participant deferral / active EE | $4,776 | $2,389+99.9% | $3,458+38.1% | $3,203+49.1% |
| Admin fee / account holder | $415 | $2,840-85.4% | $4,138-90.0% | $4,296-90.3% |