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 | $27,286 | $45,079-39.5% | $69,461-60.7% | $72,983-62.6% |
| Participation rate | 98.4% | 68.5%+29.9pp | 74.6%+23.8pp | 69.5%+28.9pp |
| Annual return | 25.79% | 22.65%+3.1pp | 28.97%-3.2pp | 81.01%-55.2pp |
| Employer contribution / active EE | $2,543 | $2,055+23.8% | $2,779-8.5% | $2,440+4.2% |
| Participant deferral / active EE | $2,884 | $2,603+10.8% | $3,536-18.4% | $3,608-20.0% |
| Admin fee / account holder | $373 | $3,056-87.8% | $3,840-90.3% | $5,124-92.7% |