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 | $177,156-81.6% | $147,027-77.9% | $154,746-79.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 14.46% | 21.94%-7.5pp | 20.23%-5.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,787 | $4,336-58.8% | $3,626-50.7% | $4,379-59.2% |
| Participant deferral / active EE | $2,198 | $5,797-62.1% | $4,933-55.4% | $6,730-67.3% |
| Admin fee / account holder | $6,058 | $14,904-59.4% | $12,223-50.4% | $14,365-57.8% |