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 | $17,989 | $81,262-77.9% | $155,602-88.4% | $80,911-77.8% |
| Participation rate | 70.7% | 66.2%+4.4pp | 78.2%-7.6pp | 67.6%+3.0pp |
| Annual return | 17.87% | 33.34%-15.5pp | 64.81%-46.9pp | 35.63%-17.8pp |
| Employer contribution / active EE | $2,828 | $3,102-8.8% | $4,675-39.5% | $2,756+2.6% |
| Participant deferral / active EE | $3,611 | $3,451+4.6% | $5,629-35.8% | $4,297-16.0% |
| Admin fee / account holder | $1,323 | $7,992-83.4% | $15,923-91.7% | $6,935-80.9% |