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 | $18,542 | $65,364-71.6% | $92,909-80.0% | $72,975-74.6% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 27.97% | 42.11%-14.1pp | 109.44%-81.5pp | 81.01%-53.0pp |
| Employer contribution / active EE | $4,118 | $2,594+58.7% | $3,653+12.7% | $2,440+68.8% |
| Participant deferral / active EE | $1,498 | $3,128-52.1% | $4,238-64.6% | $3,608-58.5% |
| Admin fee / account holder | $2,628 | $4,251-38.2% | $5,795-54.7% | $5,124-48.7% |