Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,325 | $90,509-63.2% | $78,693-57.7% | $273,968-87.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 6.34% | 75.61%-69.3pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,405 | $3,175-55.7% | $2,850-50.7% | $4,869-71.1% |
| Participant deferral / active EE | $3,559 | $3,901-8.8% | $3,517+1.2% | $5,287-32.7% |
| Admin fee / account holder | $2,032 | $5,264-61.4% | $4,511-55.0% | $10,132-79.9% |