Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,668 | $87,834-53.7% | $133,975-69.6% | $62,881-35.3% |
| Participation rate | 91.8% | 83.4%+8.5pp | 87.1%+4.8pp | 69.3%+22.5pp |
| Annual return | 6.68% | 12.05%-5.4pp | 29.29%-22.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,488 | $3,482-57.3% | $5,211-71.4% | $2,281-34.8% |
| Participant deferral / active EE | $3,064 | $4,812-36.3% | $6,282-51.2% | $3,203-4.3% |
| Admin fee / account holder | $2,723 | $5,372-49.3% | $9,324-70.8% | $4,296-36.6% |