Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,486 | $77,920-64.7% | $149,723-81.6% | $75,177-63.4% |
| Participation rate | 78.0% | 65.6%+12.4pp | 78.8%-0.8pp | 67.2%+10.8pp |
| Annual return | 18.45% | 31.72%-13.3pp | 134.50%-116.0pp | 160.75%-142.3pp |
| Employer contribution / active EE | $4,236 | $3,138+35.0% | $4,821-12.1% | $2,671+58.6% |
| Participant deferral / active EE | $2,185 | $3,411-36.0% | $5,682-61.6% | $4,126-47.1% |
| Admin fee / account holder | $352 | $5,951-94.1% | $13,215-97.3% | $5,651-93.8% |