Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,554 | $77,814-60.7% | $158,223-80.7% | $86,983-64.9% |
| Participation rate | 77.0% | 68.4%+8.6pp | 79.2%-2.2pp | 69.5%+7.5pp |
| Annual return | 22.50% | 30.54%-8.0pp | 52.09%-29.6pp | 25.83%-3.3pp |
| Employer contribution / active EE | $1,230 | $2,592-52.5% | $4,109-70.1% | $2,584-52.4% |
| Participant deferral / active EE | $5,031 | $3,270+53.9% | $5,467-8.0% | $4,194+20.0% |
| Admin fee / account holder | $2,060 | $5,879-65.0% | $16,047-87.2% | $7,856-73.8% |