Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,526 | $86,949-35.0% | $102,460-44.8% | $80,959-30.2% |
| Participation rate | 84.4% | 72.4%+12.1pp | 76.5%+7.9pp | 67.7%+16.8pp |
| Annual return | 16.33% | 18.89%-2.6pp | 29.47%-13.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,371 | $2,370-42.1% | $3,025-54.7% | $2,757-50.3% |
| Participant deferral / active EE | $2,870 | $4,121-30.4% | $5,056-43.2% | $4,300-33.3% |
| Admin fee / account holder | $10,810 | $8,048+34.3% | $9,460+14.3% | $6,925+56.1% |