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 | $23,834 | $97,289-75.5% | $92,805-74.3% | $155,188-84.6% |
| Participation rate | 94.4% | 84.2%+10.3pp | 83.5%+10.9pp | 80.8%+13.6pp |
| Annual return | 17.75% | 29.03%-11.3pp | 31.59%-13.8pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,072 | $3,632-15.4% | $3,424-10.3% | $4,248-27.7% |
| Participant deferral / active EE | $4,206 | $8,795-52.2% | $8,448-50.2% | $6,531-35.6% |
| Admin fee / account holder | $5,863 | $12,015-51.2% | $10,911-46.3% | $14,480-59.5% |