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 | $39,206 | $45,087-13.0% | $69,483-43.6% | $72,976-46.3% |
| Participation rate | 88.5% | 68.5%+20.0pp | 74.6%+13.9pp | 69.5%+19.0pp |
| Annual return | 5.83% | 22.67%-16.8pp | 28.99%-23.2pp | 81.02%-75.2pp |
| Employer contribution / active EE | $1,380 | $2,055-32.8% | $2,780-50.3% | $2,440-43.4% |
| Participant deferral / active EE | $2,186 | $2,603-16.0% | $3,537-38.2% | $3,608-39.4% |
| Admin fee / account holder | $2,379 | $3,057-22.2% | $3,841-38.1% | $5,124-53.6% |