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 | $37,176 | $76,834-51.6% | $108,359-65.7% | $87,485-57.5% |
| Participation rate | 87.9% | 61.7%+26.2pp | 70.1%+17.8pp | 68.9%+18.9pp |
| Annual return | 15.87% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $5,876 | $1,556+277.5% | $2,399+144.9% | $2,596+126.3% |
| Participant deferral / active EE | $11,975 | $3,100+286.3% | $4,137+189.5% | $4,274+180.2% |
| Admin fee / account holder | $10,027 | $6,537+53.4% | $9,741+2.9% | $7,775+29.0% |