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 | $23,807 | $90,674-73.7% | $96,707-75.4% | $82,448-71.1% |
| Participation rate | 96.6% | 75.9%+20.6pp | 80.4%+16.2pp | 68.1%+28.5pp |
| Annual return | 15.24% | 49.05%-33.8pp | 34.78%-19.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,430 | $3,975-38.9% | $4,191-42.0% | $2,551-4.7% |
| Participant deferral / active EE | $3,434 | $5,696-39.7% | $5,997-42.7% | $4,139-17.0% |
| Admin fee / account holder | $4,159 | $7,568-45.0% | $7,503-44.6% | $7,234-42.5% |