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 | $56,422 | $106,524-47.0% | $152,301-63.0% | $87,485-35.5% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.4%+5.8pp | 68.9%+19.3pp |
| Annual return | 18.12% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $3,572 | $3,371+6.0% | $4,624-22.8% | $2,596+37.6% |
| Participant deferral / active EE | $6,209 | $6,525-4.8% | $8,004-22.4% | $4,274+45.3% |
| Admin fee / account holder | $3,844 | $8,287-53.6% | $14,398-73.3% | $7,775-50.6% |