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 | $32,594 | $73,981-55.9% | $105,754-69.2% | $62,881-48.2% |
| Participation rate | 88.4% | 71.7%+16.7pp | 78.9%+9.5pp | 69.3%+19.1pp |
| Annual return | 7.09% | 17.60%-10.5pp | 12.25%-5.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,037 | $2,856-28.7% | $4,079-50.1% | $2,281-10.7% |
| Participant deferral / active EE | $3,427 | $4,038-15.1% | $5,326-35.6% | $3,203+7.0% |
| Admin fee / account holder | $7,918 | $5,976+32.5% | $8,309-4.7% | $4,296+84.3% |