Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,477 | $71,215-36.1% | $93,696-51.5% | $80,935-43.8% |
| Participation rate | 73.0% | 60.4%+12.6pp | 68.7%+4.3pp | 67.7%+5.3pp |
| Annual return | 13.96% | 11.27%+2.7pp | 133.74%-119.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,231 | $1,565+42.5% | $2,422-7.9% | $2,757-19.1% |
| Participant deferral / active EE | $6,017 | $4,037+49.1% | $4,417+36.2% | $4,299+39.9% |
| Admin fee / account holder | $3,363 | $6,958-51.7% | $8,287-59.4% | $6,924-51.4% |