Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,875 | $107,421-61.9% | $182,262-77.6% | $94,015-56.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 84.2%+5.8pp | 70.8%+19.2pp |
| Annual return | 17.65% | 21.32%-3.7pp | 140.60%-122.9pp | 17.84%-0.2pp |
| Employer contribution / active EE | $1,565 | $3,448-54.6% | $5,046-69.0% | $2,790-43.9% |
| Participant deferral / active EE | $4,588 | $6,558-30.0% | $8,276-44.6% | $4,249+8.0% |
| Admin fee / account holder | $726 | $8,692-91.6% | $16,712-95.7% | $8,951-91.9% |