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 | $31,329 | $71,230-56.0% | $93,727-66.6% | $80,959-61.3% |
| Participation rate | 81.3% | 60.4%+20.9pp | 68.7%+12.5pp | 67.7%+13.6pp |
| Annual return | 12.18% | 11.26%+0.9pp | 133.83%-121.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $5,974 | $1,565+281.6% | $2,421+146.7% | $2,757+116.7% |
| Participant deferral / active EE | $7,105 | $4,037+76.0% | $4,417+60.9% | $4,300+65.2% |
| Admin fee / account holder | $2,812 | $6,961-59.6% | $8,292-66.1% | $6,925-59.4% |