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 | $36,272 | $89,259-59.4% | $107,187-66.2% | $82,637-56.1% |
| Participation rate | 70.6% | 67.9%+2.7pp | 75.0%-4.4pp | 68.1%+2.5pp |
| Annual return | 22.67% | 21.02%+1.6pp | 204.55%-181.9pp | 53.51%-30.8pp |
| Employer contribution / active EE | $7,640 | $3,080+148.1% | $3,782+102.0% | $2,552+199.4% |
| Participant deferral / active EE | $3,344 | $4,037-17.2% | $5,096-34.4% | $4,126-19.0% |
| Admin fee / account holder | $6,382 | $7,381-13.5% | $9,162-30.3% | $7,339-13.0% |