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 | $33,429 | $81,331-58.9% | $155,534-78.5% | $80,935-58.7% |
| Participation rate | 74.7% | 66.3%+8.5pp | 78.2%-3.5pp | 67.7%+7.1pp |
| Annual return | 16.61% | 33.37%-16.8pp | 64.92%-48.3pp | 35.66%-19.1pp |
| Employer contribution / active EE | $2,291 | $3,105-26.2% | $4,675-51.0% | $2,757-16.9% |
| Participant deferral / active EE | $4,480 | $3,454+29.7% | $5,630-20.4% | $4,299+4.2% |
| Admin fee / account holder | $2,640 | $7,999-67.0% | $15,900-83.4% | $6,924-61.9% |