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 | $24,908 | $77,814-68.0% | $158,223-84.3% | $86,983-71.4% |
| Participation rate | 94.0% | 68.4%+25.6pp | 79.2%+14.8pp | 69.5%+24.5pp |
| Annual return | 19.60% | 30.54%-10.9pp | 52.09%-32.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $2,753 | $2,592+6.2% | $4,109-33.0% | $2,584+6.5% |
| Participant deferral / active EE | $2,451 | $3,270-25.0% | $5,467-55.2% | $4,194-41.5% |
| Admin fee / account holder | $957 | $5,879-83.7% | $16,047-94.0% | $7,856-87.8% |