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 | $26,680 | $76,551-65.1% | $123,894-78.5% | $62,881-57.6% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 8.71% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,813 | $2,882+101.7% | $4,617+25.9% | $2,281+154.9% |
| Participant deferral / active EE | $4,940 | $4,840+2.1% | $5,984-17.5% | $3,203+54.2% |
| Admin fee / account holder | $560 | $4,826-88.4% | $8,357-93.3% | $4,296-87.0% |