Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,787 | $65,376-56.0% | $87,104-67.0% | $65,185-55.8% |
| Participation rate | 71.1% | 75.3%-4.3pp | 76.9%-5.8pp | 70.2%+0.9pp |
| Annual return | 25.29% | 31.27%-6.0pp | 28.19%-2.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,900 | $1,822+4.3% | $2,521-24.6% | $2,177-12.7% |
| Participant deferral / active EE | $4,241 | $3,388+25.2% | $4,048+4.8% | $3,514+20.7% |
| Admin fee / account holder | $5,110 | $520+883.2% | $7,491-31.8% | $847+503.1% |