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 | $35,616 | $81,233-56.2% | $155,567-77.1% | $80,874-56.0% |
| Participation rate | 91.5% | 66.2%+25.2pp | 78.2%+13.3pp | 67.6%+23.8pp |
| Annual return | 13.26% | 33.33%-20.1pp | 64.74%-51.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,490 | $3,101-19.7% | $4,674-46.7% | $2,756-9.6% |
| Participant deferral / active EE | $5,817 | $3,452+68.5% | $5,628+3.4% | $4,297+35.4% |
| Admin fee / account holder | $3,179 | $7,998-60.2% | $15,916-80.0% | $6,935-54.2% |