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 | $20,240 | $61,605-67.1% | $112,273-82.0% | $75,173-73.1% |
| Participation rate | 92.8% | 61.7%+31.1pp | 72.4%+20.3pp | 67.2%+25.5pp |
| Annual return | 28.30% | 28.47%-0.2pp | 30.23%-1.9pp | 160.72%-132.4pp |
| Employer contribution / active EE | $1,625 | $2,015-19.4% | $3,431-52.7% | $2,671-39.2% |
| Participant deferral / active EE | $5,221 | $3,108+68.0% | $4,800+8.8% | $4,126+26.5% |
| Admin fee / account holder | $1,935 | $4,862-60.2% | $7,752-75.0% | $5,651-65.7% |