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 | $37,838 | $54,162-30.1% | $68,612-44.9% | $64,173-41.0% |
| Participation rate | 84.1% | 68.1%+16.0pp | 72.2%+11.8pp | 69.6%+14.5pp |
| Annual return | 7.18% | -1.62%+8.8pp | -4.63%+11.8pp | 7.63%-0.4pp |
| Employer contribution / active EE | $2,010 | $1,846+8.9% | $2,625-23.4% | $2,381-15.6% |
| Participant deferral / active EE | $2,666 | $2,626+1.5% | $3,311-19.5% | $3,470-23.2% |
| Admin fee / account holder | $1,225 | $4,029-69.6% | $5,131-76.1% | $4,887-74.9% |