Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,511 | $90,486-57.4% | $78,676-51.1% | $273,972-85.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 3.51% | 75.62%-72.1pp | 62.19%-58.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,685 | $3,175-46.9% | $2,850-40.9% | $4,869-65.4% |
| Participant deferral / active EE | $4,768 | $3,901+22.2% | $3,517+35.6% | $5,287-9.8% |
| Admin fee / account holder | $21,053 | $5,263+300.0% | $4,510+366.8% | $10,133+107.8% |