Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,587 | $73,787-26.0% | $98,716-44.7% | $82,448-33.8% |
| Participation rate | 78.6% | 61.4%+17.2pp | 69.3%+9.3pp | 68.1%+10.5pp |
| Annual return | 16.34% | 18.57%-2.2pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,347 | $1,511+121.5% | $2,279+46.9% | $2,551+31.2% |
| Participant deferral / active EE | $9,841 | $3,081+219.4% | $4,048+143.1% | $4,139+137.7% |
| Admin fee / account holder | $2,337 | $6,500-64.0% | $8,703-73.1% | $7,234-67.7% |