Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,659 | $58,099-42.1% | $76,872-56.2% | $75,173-55.2% |
| Participation rate | 77.8% | 63.9%+13.9pp | 69.6%+8.2pp | 67.2%+10.6pp |
| Annual return | 18.17% | 26.71%-8.5pp | 37.90%-19.7pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,747 | $1,996-12.5% | $2,533-31.1% | $2,671-34.6% |
| Participant deferral / active EE | $4,857 | $2,999+61.9% | $3,832+26.7% | $4,126+17.7% |
| Admin fee / account holder | $827 | $4,778-82.7% | $5,476-84.9% | $5,651-85.4% |