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 | $26,750 | $54,541-51.0% | $78,778-66.0% | $70,126-61.9% |
| Participation rate | 74.2% | 60.8%+13.4pp | 69.2%+5.0pp | 69.5%+4.7pp |
| Annual return | 20.45% | 21.07%-0.6pp | 35.62%-15.2pp | 73.15%-52.7pp |
| Employer contribution / active EE | $2,094 | $1,089+92.4% | $1,986+5.5% | $2,343-10.6% |
| Participant deferral / active EE | $3,963 | $2,210+79.3% | $2,958+33.9% | $3,332+18.9% |
| Admin fee / account holder | $4,689 | $3,709+26.4% | $5,134-8.7% | $4,645+0.9% |