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 | $22,720 | $88,707-74.4% | $74,184-69.4% | $273,972-91.7% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 21.54% | 11.94%+9.6pp | 17.74%+3.8pp | 41.46%-19.9pp |
| Employer contribution / active EE | $3,384 | $3,159+7.1% | $2,370+42.8% | $4,869-30.5% |
| Participant deferral / active EE | $6,740 | $4,212+60.0% | $3,550+89.9% | $5,287+27.5% |
| Admin fee / account holder | $326 | $8,717-96.3% | $5,586-94.2% | $10,133-96.8% |