Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,255 | $71,208-58.9% | $93,681-68.8% | $80,911-63.8% |
| Participation rate | 74.2% | 60.4%+13.8pp | 68.7%+5.5pp | 67.6%+6.5pp |
| Annual return | 16.33% | 11.27%+5.1pp | 133.47%-117.1pp | 35.63%-19.3pp |
| Employer contribution / active EE | $2,141 | $1,564+36.9% | $2,422-11.6% | $2,756-22.3% |
| Participant deferral / active EE | $2,490 | $4,035-38.3% | $4,415-43.6% | $4,297-42.1% |
| Admin fee / account holder | $650 | $6,951-90.6% | $8,290-92.2% | $6,935-90.6% |