Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,132 | $57,590-39.0% | $86,233-59.3% | $82,448-57.4% |
| Participation rate | 72.4% | 57.9%+14.5pp | 69.0%+3.4pp | 68.1%+4.3pp |
| Annual return | 21.68% | 22.41%-0.7pp | 61.39%-39.7pp | 41.64%-20.0pp |
| Employer contribution / active EE | $3,196 | $1,655+93.1% | $2,504+27.6% | $2,551+25.3% |
| Participant deferral / active EE | $7,543 | $3,080+144.9% | $4,559+65.5% | $4,139+82.2% |
| Admin fee / account holder | $473 | $4,730-90.0% | $8,342-94.3% | $7,234-93.5% |