Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,804 | $73,848-59.6% | $143,799-79.3% | $68,486-56.5% |
| Participation rate | 96.8% | 66.7%+30.2pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | 26.08% | 0.91%+25.2pp | -0.04%+26.1pp | -7.85%+33.9pp |
| Employer contribution / active EE | $1,431 | $3,184-55.1% | $4,952-71.1% | $2,597-44.9% |
| Participant deferral / active EE | $6,828 | $3,385+101.7% | $5,638+21.1% | $4,028+69.5% |
| Admin fee / account holder | $1,413 | $5,755-75.4% | $14,677-90.4% | $5,404-73.9% |