Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,574 | $79,955-63.0% | $98,450-70.0% | $75,181-60.7% |
| Participation rate | 78.0% | 70.4%+7.7pp | 75.2%+2.9pp | 67.2%+10.9pp |
| Annual return | 13.90% | 19.75%-5.8pp | 21.16%-7.3pp | 160.69%-146.8pp |
| Employer contribution / active EE | $1,645 | $2,264-27.4% | $3,049-46.1% | $2,671-38.4% |
| Participant deferral / active EE | $2,339 | $3,752-37.7% | $4,739-50.6% | $4,126-43.3% |
| Admin fee / account holder | $5,080 | $6,841-25.7% | $8,961-43.3% | $5,650-10.1% |