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 | $28,721 | $73,978-61.2% | $96,515-70.2% | $75,173-61.8% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.3%+17.1pp | 67.2%+24.3pp |
| Annual return | 19.49% | 26.72%-7.2pp | 35.73%-16.2pp | 160.72%-141.2pp |
| Employer contribution / active EE | $3,118 | $2,931+6.4% | $3,740-16.6% | $2,671+16.7% |
| Participant deferral / active EE | $6,678 | $3,660+82.5% | $4,880+36.9% | $4,126+61.8% |
| Admin fee / account holder | $2,087 | $5,219-60.0% | $6,735-69.0% | $5,651-63.1% |