Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,138 | $93,598-71.0% | $135,974-80.0% | $75,173-63.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 27.93% | 30.89%-3.0pp | 68.30%-40.4pp | 160.72%-132.8pp |
| Employer contribution / active EE | $2,999 | $3,538-15.2% | $4,859-38.3% | $2,671+12.3% |
| Participant deferral / active EE | $6,359 | $6,405-0.7% | $7,760-18.0% | $4,126+54.1% |
| Admin fee / account holder | $1,586 | $6,978-77.3% | $10,767-85.3% | $5,651-71.9% |