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 | $30,606 | $106,280-71.2% | $96,538-68.3% | $139,487-78.1% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 19.26% | 38.48%-19.2pp | 35.74%-16.5pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,194 | $4,107-46.6% | $3,740-41.3% | $4,755-53.9% |
| Participant deferral / active EE | $4,686 | $5,457-14.1% | $4,880-4.0% | $6,713-30.2% |
| Admin fee / account holder | $2,797 | $7,888-64.5% | $6,737-58.5% | $11,407-75.5% |