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 | $57,722 | $81,457-29.1% | $103,378-44.2% | $80,911-28.7% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 10.54% | 25.58%-15.0pp | 24.91%-14.4pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,640 | $3,107-47.2% | $3,870-57.6% | $2,756-40.5% |
| Participant deferral / active EE | $3,385 | $3,871-12.5% | $5,058-33.1% | $4,297-21.2% |
| Admin fee / account holder | $6,541 | $6,717-2.6% | $8,401-22.1% | $6,935-5.7% |