Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,125 | $78,015-63.9% | $178,505-84.2% | $80,959-65.3% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.7%+17.5pp |
| Annual return | 15.80% | 18.10%-2.3pp | 27.16%-11.4pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,726 | $2,281-24.3% | $3,955-56.4% | $2,757-37.4% |
| Participant deferral / active EE | $5,045 | $4,406+14.5% | $6,280-19.7% | $4,300+17.3% |
| Admin fee / account holder | $12,076 | $7,160+68.6% | $10,428+15.8% | $6,925+74.4% |