Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,090 | $108,825-69.6% | $156,181-78.8% | $82,448-59.9% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 14.42% | 20.59%-6.2pp | 64.87%-50.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,449 | $2,870+20.2% | $4,294-19.7% | $2,551+35.2% |
| Participant deferral / active EE | $4,941 | $4,577+8.0% | $6,132-19.4% | $4,139+19.4% |
| Admin fee / account holder | $1,284 | $9,341-86.3% | $14,586-91.2% | $7,234-82.3% |