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 | $45,233 | $138,385-67.3% | $184,243-75.4% | $80,925-44.1% |
| Participation rate | 80.6% | 83.9%-3.2pp | 86.8%-6.2pp | 67.7%+13.0pp |
| Annual return | 15.45% | 20.02%-4.6pp | 28.82%-13.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $2,433 | $4,851-49.8% | $6,427-62.1% | $2,756-11.7% |
| Participant deferral / active EE | $3,749 | $7,075-47.0% | $9,132-58.9% | $4,299-12.8% |
| Admin fee / account holder | $597 | $10,489-94.3% | $13,914-95.7% | $6,940-91.4% |