Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,555 | $81,446-62.5% | $103,374-70.4% | $80,874-62.2% |
| Participation rate | 80.8% | 66.9%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 15.84% | 25.57%-9.7pp | 24.89%-9.1pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,882 | $3,107-39.4% | $3,869-51.4% | $2,756-31.7% |
| Participant deferral / active EE | $5,053 | $3,870+30.6% | $5,058-0.1% | $4,297+17.6% |
| Admin fee / account holder | $951 | $6,715-85.8% | $8,394-88.7% | $6,935-86.3% |