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 | $34,789 | $99,345-65.0% | $84,753-59.0% | $273,972-87.3% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 7.31% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,782 | $4,214-34.0% | $3,574-22.2% | $4,869-42.9% |
| Participant deferral / active EE | $4,460 | $4,270+4.5% | $3,712+20.2% | $5,287-15.6% |
| Admin fee / account holder | $318 | $6,645-95.2% | $5,333-94.0% | $10,133-96.9% |