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 | $15,531 | $51,638-69.9% | $68,368-77.3% | $82,448-81.2% |
| Participation rate | 83.3% | 63.6%+19.7pp | 73.8%+9.6pp | 68.1%+15.3pp |
| Annual return | 17.70% | 37.53%-19.8pp | 292.57%-274.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,792 | $2,047-12.5% | $2,649-32.4% | $2,551-29.8% |
| Participant deferral / active EE | $2,734 | $2,914-6.2% | $4,123-33.7% | $4,139-34.0% |
| Admin fee / account holder | $6,850 | $4,643+47.5% | $5,150+33.0% | $7,234-5.3% |