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 | $25,703 | $90,486-71.6% | $78,676-67.3% | $273,972-90.6% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 6.75% | 75.62%-68.9pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,094 | $3,175-34.1% | $2,850-26.5% | $4,869-57.0% |
| Participant deferral / active EE | $2,646 | $3,901-32.2% | $3,517-24.8% | $5,287-50.0% |
| Admin fee / account holder | $939 | $5,263-82.2% | $4,510-79.2% | $10,133-90.7% |