Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,306 | $73,978-67.1% | $96,515-74.8% | $75,173-67.7% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.3pp |
| Annual return | 16.97% | 26.72%-9.7pp | 35.73%-18.8pp | 160.72%-143.7pp |
| Employer contribution / active EE | $2,899 | $2,931-1.1% | $3,740-22.5% | $2,671+8.5% |
| Participant deferral / active EE | $3,852 | $3,660+5.2% | $4,880-21.1% | $4,126-6.6% |
| Admin fee / account holder | $2,475 | $5,219-52.6% | $6,735-63.3% | $5,651-56.2% |