Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,237 | $95,453-55.8% | $112,040-62.3% | $82,448-48.8% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.5%+9.5pp | 68.1%+17.9pp |
| Annual return | 14.76% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,158 | $2,318+36.2% | $2,954+6.9% | $2,551+23.8% |
| Participant deferral / active EE | $4,072 | $4,224-3.6% | $5,098-20.1% | $4,139-1.6% |
| Admin fee / account holder | $16,129 | $9,013+78.9% | $12,098+33.3% | $7,234+122.9% |