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 | $31,165 | $138,312-77.5% | $122,979-74.7% | $155,188-79.9% |
| Participation rate | 93.3% | 80.2%+13.1pp | 77.2%+16.1pp | 80.8%+12.5pp |
| Annual return | 14.83% | 22.06%-7.2pp | 20.12%-5.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,796 | $3,530-49.1% | $3,062-41.3% | $4,248-57.7% |
| Participant deferral / active EE | $3,956 | $5,592-29.3% | $5,003-20.9% | $6,531-39.4% |
| Admin fee / account holder | $560 | $15,089-96.3% | $12,864-95.6% | $14,480-96.1% |