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 | $38,678 | $43,075-10.2% | $74,577-48.1% | $62,881-38.5% |
| Participation rate | 72.7% | 58.1%+14.7pp | 68.1%+4.6pp | 69.3%+3.4pp |
| Annual return | 8.86% | 17.50%-8.6pp | 20.47%-11.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $907 | $1,498-39.4% | $2,525-64.1% | $2,281-60.2% |
| Participant deferral / active EE | $3,880 | $2,389+62.4% | $3,458+12.2% | $3,203+21.1% |
| Admin fee / account holder | $3,057 | $2,840+7.7% | $4,138-26.1% | $4,296-28.8% |