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 | $81,504-62.5% | $102,437-70.2% | $80,959-62.3% |
| Participation rate | 80.8% | 66.9%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 15.84% | 25.60%-9.8pp | 24.95%-9.1pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,882 | $3,104-39.4% | $3,871-51.4% | $2,757-31.8% |
| Participant deferral / active EE | $5,053 | $3,871+30.5% | $5,060-0.1% | $4,300+17.5% |
| Admin fee / account holder | $951 | $6,719-85.9% | $8,388-88.7% | $6,925-86.3% |