Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,147 | $97,550-49.6% | $120,344-59.2% | $87,485-43.8% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.7%+16.0pp | 68.9%+23.8pp |
| Annual return | 13.53% | 18.41%-4.9pp | 20.30%-6.8pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,773 | $2,291-22.6% | $3,020-41.3% | $2,596-31.7% |
| Participant deferral / active EE | $5,436 | $4,230+28.5% | $5,135+5.9% | $4,274+27.2% |
| Admin fee / account holder | $4,117 | $9,543-56.9% | $12,742-67.7% | $7,775-47.0% |