Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,719 | $93,598-64.0% | $135,974-75.2% | $75,173-55.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 16.28% | 30.89%-14.6pp | 68.30%-52.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,244 | $3,538-64.8% | $4,859-74.4% | $2,671-53.4% |
| Participant deferral / active EE | $3,190 | $6,405-50.2% | $7,760-58.9% | $4,126-22.7% |
| Admin fee / account holder | $4,558 | $6,978-34.7% | $10,767-57.7% | $5,651-19.3% |