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 | $31,203 | $86,938-64.1% | $102,423-69.5% | $80,925-61.4% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.7%+16.7pp |
| Annual return | 14.06% | 18.89%-4.8pp | 29.42%-15.4pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,250 | $2,369-5.0% | $3,023-25.6% | $2,756-18.4% |
| Participant deferral / active EE | $5,855 | $4,120+42.1% | $5,054+15.8% | $4,299+36.2% |
| Admin fee / account holder | $2,161 | $8,053-73.2% | $9,455-77.1% | $6,940-68.9% |