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 | $39,537 | $53,774-26.5% | $134,162-70.5% | $79,852-50.5% |
| Participation rate | 74.4% | 58.8%+15.6pp | 72.2%+2.2pp | 69.6%+4.8pp |
| Annual return | 16.04% | 19.01%-3.0pp | 36.35%-20.3pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,080 | $1,322-18.3% | $3,705-70.9% | $2,471-56.3% |
| Participant deferral / active EE | $2,577 | $2,420+6.5% | $3,500-26.4% | $3,740-31.1% |
| Admin fee / account holder | $495 | $3,985-87.6% | $6,685-92.6% | $5,306-90.7% |