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 | $24,178 | $60,442-60.0% | $96,754-75.0% | $87,485-72.4% |
| Participation rate | 91.3% | 58.7%+32.6pp | 70.3%+21.0pp | 68.9%+22.4pp |
| Annual return | 24.43% | 21.97%+2.5pp | 82.04%-57.6pp | 26.06%-1.6pp |
| Employer contribution / active EE | $2,503 | $1,691+48.1% | $2,679-6.6% | $2,596-3.6% |
| Participant deferral / active EE | $7,708 | $3,280+135.0% | $4,758+62.0% | $4,274+80.4% |
| Admin fee / account holder | $2,959 | $5,069-41.6% | $8,905-66.8% | $7,775-61.9% |