Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,667 | $45,050-27.5% | $63,018-48.2% | $70,126-53.4% |
| Participation rate | 88.2% | 69.5%+18.7pp | 74.8%+13.4pp | 69.5%+18.7pp |
| Annual return | 15.55% | 18.76%-3.2pp | 87.62%-72.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,847 | $2,052-10.0% | $2,761-33.1% | $2,343-21.1% |
| Participant deferral / active EE | $5,729 | $2,466+132.4% | $3,330+72.1% | $3,332+71.9% |
| Admin fee / account holder | $488 | $2,834-82.8% | $3,601-86.4% | $4,645-89.5% |