Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $63,726 | $76,834-17.1% | $108,359-41.2% | $87,485-27.2% |
| Participation rate | 88.8% | 61.7%+27.0pp | 70.1%+18.6pp | 68.9%+19.8pp |
| Annual return | 17.02% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,623 | $1,556+4.3% | $2,399-32.3% | $2,596-37.5% |
| Participant deferral / active EE | $4,855 | $3,100+56.6% | $4,137+17.4% | $4,274+13.6% |
| Admin fee / account holder | $3,139 | $6,537-52.0% | $9,741-67.8% | $7,775-59.6% |