Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,820 | $71,230-46.9% | $93,727-59.6% | $80,959-53.3% |
| Participation rate | 76.1% | 60.4%+15.7pp | 68.7%+7.4pp | 67.7%+8.5pp |
| Annual return | 21.01% | 11.26%+9.8pp | 133.83%-112.8pp | 35.67%-14.7pp |
| Employer contribution / active EE | $1,137 | $1,565-27.4% | $2,421-53.0% | $2,757-58.8% |
| Participant deferral / active EE | $4,328 | $4,037+7.2% | $4,417-2.0% | $4,300+0.6% |
| Admin fee / account holder | $3,694 | $6,961-46.9% | $8,292-55.4% | $6,925-46.7% |