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 | $26,543 | $69,977-62.1% | $108,582-75.6% | $62,881-57.8% |
| Participation rate | 78.9% | 72.9%+6.1pp | 79.6%-0.6pp | 69.3%+9.6pp |
| Annual return | 7.62% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,379 | $2,135-35.4% | $3,758-63.3% | $2,281-39.5% |
| Participant deferral / active EE | $4,133 | $3,165+30.6% | $4,311-4.1% | $3,203+29.0% |
| Admin fee / account holder | $1,491 | $5,076-70.6% | $7,645-80.5% | $4,296-65.3% |