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 | $24,882 | $76,834-67.6% | $108,359-77.0% | $87,485-71.6% |
| Participation rate | 83.8% | 61.7%+22.1pp | 70.1%+13.7pp | 68.9%+14.9pp |
| Annual return | 13.56% | 19.09%-5.5pp | 36.89%-23.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $3,682 | $1,556+136.5% | $2,399+53.4% | $2,596+41.8% |
| Participant deferral / active EE | $1,501 | $3,100-51.6% | $4,137-63.7% | $4,274-64.9% |
| Admin fee / account holder | $410 | $6,537-93.7% | $9,741-95.8% | $7,775-94.7% |