Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,529 | $102,422-65.3% | $147,117-75.9% | $80,959-56.1% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 14.20% | 135.16%-121.0pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,646 | $3,717-28.8% | $4,932-46.4% | $2,757-4.0% |
| Participant deferral / active EE | $7,283 | $6,652+9.5% | $8,065-9.7% | $4,300+69.4% |
| Admin fee / account holder | $1,310 | $7,953-83.5% | $12,993-89.9% | $6,925-81.1% |