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 | $22,053 | $76,407-71.1% | $150,298-85.3% | $82,448-73.3% |
| Participation rate | 93.1% | 66.4%+26.7pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 19.33% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,671 | $2,614+40.4% | $4,154-11.6% | $2,551+43.9% |
| Participant deferral / active EE | $5,837 | $3,214+81.6% | $5,453+7.1% | $4,139+41.0% |
| Admin fee / account holder | $4,762 | $6,352-25.0% | $14,116-66.3% | $7,234-34.2% |