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 | $15,407 | $43,344-64.5% | $59,899-74.3% | $64,173-76.0% |
| Participation rate | 92.3% | 69.2%+23.2pp | 74.7%+17.6pp | 69.6%+22.7pp |
| Annual return | 15.27% | -1.55%+16.8pp | 3.46%+11.8pp | 7.63%+7.6pp |
| Employer contribution / active EE | $2,817 | $2,030+38.8% | $2,723+3.5% | $2,381+18.3% |
| Participant deferral / active EE | $3,736 | $2,547+46.7% | $3,402+9.8% | $3,470+7.7% |
| Admin fee / account holder | $1,394 | $3,008-53.7% | $3,592-61.2% | $4,887-71.5% |