Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,750 | $78,015-61.9% | $178,505-83.3% | $80,959-63.3% |
| Participation rate | 96.7% | 65.7%+31.0pp | 77.1%+19.5pp | 67.7%+29.0pp |
| Annual return | 19.52% | 18.10%+1.4pp | 27.16%-7.6pp | 35.67%-16.2pp |
| Employer contribution / active EE | $4,875 | $2,281+113.7% | $3,955+23.3% | $2,757+76.8% |
| Participant deferral / active EE | $6,600 | $4,406+49.8% | $6,280+5.1% | $4,300+53.5% |
| Admin fee / account holder | $933 | $7,160-87.0% | $10,428-91.1% | $6,925-86.5% |