Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $33,795 | $81,403-58.5% | $147,027-77.0% | $87,485-61.4% |
| Participation rate | 88.9% | 63.4%+25.5pp | 73.7%+15.1pp | 68.9%+20.0pp |
| Annual return | 19.55% | 16.51%+3.0pp | 20.23%-0.7pp | 26.06%-6.5pp |
| Employer contribution / active EE | $2,782 | $2,205+26.1% | $3,626-23.3% | $2,596+7.1% |
| Participant deferral / active EE | $3,941 | $3,315+18.9% | $4,933-20.1% | $4,274-7.8% |
| Admin fee / account holder | $1,688 | $6,755-75.0% | $12,223-86.2% | $7,775-78.3% |