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 | $54,590 | $58,493-6.7% | $84,021-35.0% | $72,975-25.2% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 21.62% | 28.93%-7.3pp | 71.32%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $730 | $1,163-37.3% | $1,984-63.2% | $2,440-70.1% |
| Participant deferral / active EE | $3,546 | $2,394+48.1% | $3,239+9.5% | $3,608-1.7% |
| Admin fee / account holder | $2,926 | $4,569-36.0% | $6,102-52.1% | $5,124-42.9% |