Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,116 | $81,446-47.1% | $103,374-58.3% | $80,874-46.7% |
| Participation rate | 79.7% | 66.9%+12.9pp | 74.5%+5.2pp | 67.6%+12.1pp |
| Annual return | 11.91% | 25.57%-13.7pp | 24.89%-13.0pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,145 | $3,107-31.0% | $3,869-44.6% | $2,756-22.2% |
| Participant deferral / active EE | $4,716 | $3,870+21.8% | $5,058-6.8% | $4,297+9.7% |
| Admin fee / account holder | $2,142 | $6,715-68.1% | $8,394-74.5% | $6,935-69.1% |