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 | $28,127 | $73,988-62.0% | $96,538-70.9% | $75,177-62.6% |
| Participation rate | 81.3% | 66.4%+14.8pp | 74.3%+6.9pp | 67.2%+14.0pp |
| Annual return | 16.37% | 26.73%-10.4pp | 35.74%-19.4pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,715 | $2,930-41.5% | $3,740-54.1% | $2,671-35.8% |
| Participant deferral / active EE | $4,061 | $3,660+10.9% | $4,880-16.8% | $4,126-1.6% |
| Admin fee / account holder | $627 | $5,220-88.0% | $6,737-90.7% | $5,651-88.9% |