Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,360 | $107,809-76.5% | $97,032-73.9% | $155,188-83.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 13.24% | 38.06%-24.8pp | 35.38%-22.1pp | 148.84%-135.6pp |
| Employer contribution / active EE | $1,335 | $2,911-54.1% | $2,629-49.2% | $4,248-68.6% |
| Participant deferral / active EE | $2,239 | $5,129-56.3% | $4,672-52.1% | $6,531-65.7% |
| Admin fee / account holder | $7,688 | $10,717-28.3% | $9,418-18.4% | $14,480-46.9% |