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 | $32,836 | $56,060-41.4% | $76,002-56.8% | $80,874-59.4% |
| Participation rate | 75.9% | 62.0%+13.8pp | 69.1%+6.8pp | 67.6%+8.2pp |
| Annual return | 14.72% | 20.54%-5.8pp | 360.07%-345.3pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,691 | $1,873+43.7% | $2,688+0.1% | $2,756-2.3% |
| Participant deferral / active EE | $6,180 | $3,051+102.5% | $4,257+45.2% | $4,297+43.8% |
| Admin fee / account holder | $790 | $5,237-84.9% | $6,414-87.7% | $6,935-88.6% |