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 | $26,182 | $77,920-66.4% | $149,723-82.5% | $75,177-65.2% |
| Participation rate | 87.2% | 65.6%+21.6pp | 78.8%+8.4pp | 67.2%+20.0pp |
| Annual return | 19.00% | 31.72%-12.7pp | 134.50%-115.5pp | 160.75%-141.8pp |
| Employer contribution / active EE | $3,329 | $3,138+6.1% | $4,821-31.0% | $2,671+24.6% |
| Participant deferral / active EE | $2,197 | $3,411-35.6% | $5,682-61.3% | $4,126-46.8% |
| Admin fee / account holder | $13,865 | $5,951+133.0% | $13,215+4.9% | $5,651+145.3% |