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 | $81,487-29.2% | $102,412-43.6% | $80,935-28.7% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 10.54% | 25.60%-15.1pp | 24.94%-14.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,640 | $3,103-47.2% | $3,870-57.6% | $2,757-40.5% |
| Participant deferral / active EE | $3,385 | $3,871-12.5% | $5,060-33.1% | $4,299-21.3% |
| Admin fee / account holder | $6,541 | $6,717-2.6% | $8,388-22.0% | $6,924-5.5% |