Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,614 | $97,550-61.4% | $120,344-68.7% | $87,485-57.0% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.7%+7.9pp | 68.9%+15.7pp |
| Annual return | 16.30% | 18.41%-2.1pp | 20.30%-4.0pp | 26.06%-9.8pp |
| Employer contribution / active EE | $4,469 | $2,291+95.1% | $3,020+48.0% | $2,596+72.1% |
| Participant deferral / active EE | $2,142 | $4,230-49.4% | $5,135-58.3% | $4,274-49.9% |
| Admin fee / account holder | $6,968 | $9,543-27.0% | $12,742-45.3% | $7,775-10.4% |