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 | $32,252 | $65,367-50.7% | $92,915-65.3% | $72,976-55.8% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.0%+12.6pp | 69.5%+19.1pp |
| Annual return | 20.65% | 42.11%-21.5pp | 109.45%-88.8pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,902 | $2,594-26.7% | $3,653-47.9% | $2,440-22.1% |
| Participant deferral / active EE | $4,225 | $3,128+35.0% | $4,238-0.3% | $3,608+17.1% |
| Admin fee / account holder | $928 | $4,251-78.2% | $5,796-84.0% | $5,124-81.9% |