Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,862 | $77,472-64.0% | $100,415-72.3% | $80,959-65.6% |
| Participation rate | 91.9% | 76.9%+15.0pp | 81.5%+10.4pp | 67.7%+24.3pp |
| Annual return | 13.80% | 37.26%-23.5pp | 49.47%-35.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,694 | $2,800-3.8% | $3,943-31.7% | $2,757-2.3% |
| Participant deferral / active EE | $6,747 | $6,818-1.0% | $8,091-16.6% | $4,300+56.9% |
| Admin fee / account holder | $7,958 | $5,885+35.2% | $7,906+0.7% | $6,925+14.9% |