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 | $28,488 | $77,492-63.2% | $100,398-71.6% | $80,911-64.8% |
| Participation rate | 82.2% | 76.9%+5.3pp | 81.5%+0.7pp | 67.6%+14.6pp |
| Annual return | 15.11% | 37.23%-22.1pp | 49.32%-34.2pp | 35.63%-20.5pp |
| Employer contribution / active EE | $1,501 | $2,800-46.4% | $3,946-62.0% | $2,756-45.5% |
| Participant deferral / active EE | $16,089 | $6,817+136.0% | $8,084+99.0% | $4,297+274.4% |
| Admin fee / account holder | $15,478 | $5,892+162.7% | $7,893+96.1% | $6,935+123.2% |