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 | $37,850 | $65,367-42.1% | $92,915-59.3% | $72,976-48.1% |
| Participation rate | 81.6% | 68.3%+13.3pp | 76.0%+5.6pp | 69.5%+12.1pp |
| Annual return | 34.03% | 42.11%-8.1pp | 109.45%-75.4pp | 81.02%-47.0pp |
| Employer contribution / active EE | $1,700 | $2,594-34.5% | $3,653-53.5% | $2,440-30.3% |
| Participant deferral / active EE | $1,445 | $3,128-53.8% | $4,238-65.9% | $3,608-59.9% |
| Admin fee / account holder | $1,697 | $4,251-60.1% | $5,796-70.7% | $5,124-66.9% |