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 | $43,265 | $56,894-24.0% | $84,753-49.0% | $62,881-31.2% |
| Participation rate | 91.5% | 68.5%+23.0pp | 76.6%+15.0pp | 69.3%+22.2pp |
| Annual return | 5.74% | 6.30%-0.6pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,996 | $2,400+24.9% | $3,574-16.2% | $2,281+31.4% |
| Participant deferral / active EE | $5,299 | $2,709+95.6% | $3,712+42.8% | $3,203+65.4% |
| Admin fee / account holder | $6,875 | $3,581+92.0% | $5,333+28.9% | $4,296+60.0% |