Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,610 | $106,588-73.2% | $94,215-69.6% | $155,188-81.6% |
| Participation rate | 83.3% | 74.3%+9.1pp | 70.0%+13.4pp | 80.8%+2.5pp |
| Annual return | 13.21% | 29.39%-16.2pp | 28.22%-15.0pp | 148.84%-135.6pp |
| Employer contribution / active EE | $6,204 | $3,080+101.5% | $2,675+131.9% | $4,248+46.1% |
| Participant deferral / active EE | $2,223 | $4,802-53.7% | $4,276-48.0% | $6,531-66.0% |
| Admin fee / account holder | $10,702 | $12,281-12.9% | $10,216+4.8% | $14,480-26.1% |