Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,256 | $84,236-64.1% | $170,435-82.2% | $70,126-56.9% |
| Participation rate | 76.6% | 70.8%+5.8pp | 83.6%-7.0pp | 69.5%+7.1pp |
| Annual return | 30.67% | 23.06%+7.6pp | 205.94%-175.3pp | 73.15%-42.5pp |
| Employer contribution / active EE | $2,227 | $3,387-34.2% | $5,432-59.0% | $2,343-4.9% |
| Participant deferral / active EE | $4,240 | $3,086+37.4% | $4,939-14.2% | $3,332+27.3% |
| Admin fee / account holder | $1,222 | $5,698-78.6% | $13,881-91.2% | $4,645-73.7% |