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 | $20,833 | $45,087-53.8% | $69,483-70.0% | $72,976-71.5% |
| Participation rate | 70.5% | 68.5%+2.0pp | 74.6%-4.1pp | 69.5%+1.0pp |
| Annual return | 35.16% | 22.67%+12.5pp | 28.99%+6.2pp | 81.02%-45.9pp |
| Employer contribution / active EE | $1,147 | $2,055-44.2% | $2,780-58.7% | $2,440-53.0% |
| Participant deferral / active EE | $1,706 | $2,603-34.5% | $3,537-51.8% | $3,608-52.7% |
| Admin fee / account holder | $2,535 | $3,057-17.1% | $3,841-34.0% | $5,124-50.5% |