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 | $27,661 | $60,349-54.2% | $74,184-62.7% | $62,881-56.0% |
| Participation rate | 86.8% | 72.7%+14.1pp | 76.6%+10.2pp | 69.3%+17.5pp |
| Annual return | 9.86% | 21.38%-11.5pp | 17.74%-7.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,283 | $1,680+35.9% | $2,370-3.7% | $2,281+0.1% |
| Participant deferral / active EE | $4,729 | $2,856+65.6% | $3,550+33.2% | $3,203+47.6% |
| Admin fee / account holder | $340 | $4,261-92.0% | $5,586-93.9% | $4,296-92.1% |