Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,003 | $32,037+40.5% | $69,182-34.9% | $62,881-28.4% |
| Participation rate | 85.1% | 43.4%+41.6pp | 55.1%+29.9pp | 69.3%+15.8pp |
| Annual return | 7.17% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $837 | $679+23.3% | $1,206-30.6% | $2,281-63.3% |
| Participant deferral / active EE | $2,803 | $1,185+136.5% | $1,897+47.8% | $3,203-12.5% |
| Admin fee / account holder | $3,550 | $2,608+36.1% | $2,697+31.6% | $4,296-17.4% |