Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,555 | $161,352-79.8% | $134,172-75.7% | $137,256-76.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 14.46% | 28.72%-14.3pp | 25.30%-10.8pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,787 | $4,099-56.4% | $3,420-47.8% | $4,156-57.0% |
| Participant deferral / active EE | $2,198 | $5,552-60.4% | $4,690-53.1% | $6,407-65.7% |
| Admin fee / account holder | $6,058 | $15,028-59.7% | $12,016-49.6% | $12,270-50.6% |