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 | $37,508 | $45,082-16.8% | $69,464-46.0% | $72,975-48.6% |
| Participation rate | 72.0% | 68.5%+3.5pp | 74.6%-2.6pp | 69.5%+2.5pp |
| Annual return | 13.85% | 22.66%-8.8pp | 28.98%-15.1pp | 81.01%-67.2pp |
| Employer contribution / active EE | $1,093 | $2,055-46.8% | $2,779-60.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,057 | $2,604-21.0% | $3,536-41.8% | $3,608-43.0% |
| Admin fee / account holder | $3,710 | $3,057+21.4% | $3,840-3.4% | $5,124-27.6% |