Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,593 | $81,457-62.4% | $103,378-70.4% | $80,911-62.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 24.86% | 25.58%-0.7pp | 24.91%0pp | 35.63%-10.8pp |
| Employer contribution / active EE | $2,075 | $3,107-33.2% | $3,870-46.4% | $2,756-24.7% |
| Participant deferral / active EE | $3,549 | $3,871-8.3% | $5,058-29.8% | $4,297-17.4% |
| Admin fee / account holder | $519 | $6,717-92.3% | $8,401-93.8% | $6,935-92.5% |