Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,830 | $72,272-65.6% | $101,264-75.5% | $79,858-68.9% |
| Participation rate | 72.7% | 68.5%+4.3pp | 75.8%-3.1pp | 69.6%+3.1pp |
| Annual return | 20.34% | 22.30%-2.0pp | 46.48%-26.1pp | 31.72%-11.4pp |
| Employer contribution / active EE | $1,538 | $2,692-42.9% | $3,660-58.0% | $2,471-37.8% |
| Participant deferral / active EE | $3,050 | $3,282-7.1% | $4,370-30.2% | $3,740-18.5% |
| Admin fee / account holder | $581 | $4,401-86.8% | $5,947-90.2% | $5,306-89.1% |