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 | $32,869 | $81,331-59.6% | $155,534-78.9% | $80,935-59.4% |
| Participation rate | 82.9% | 66.3%+16.6pp | 78.2%+4.6pp | 67.7%+15.2pp |
| Annual return | 15.21% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,770 | $3,105-43.0% | $4,675-62.1% | $2,757-35.8% |
| Participant deferral / active EE | $1,946 | $3,454-43.7% | $5,630-65.4% | $4,299-54.7% |
| Admin fee / account holder | $1,081 | $7,999-86.5% | $15,900-93.2% | $6,924-84.4% |