Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,916 | $106,749-67.3% | $145,433-76.0% | $82,448-57.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.65% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $3,210 | $3,444-6.8% | $4,554-29.5% | $2,551+25.8% |
| Participant deferral / active EE | $6,173 | $6,519-5.3% | $7,897-21.8% | $4,139+49.1% |
| Admin fee / account holder | $1,284 | $8,390-84.7% | $13,129-90.2% | $7,234-82.2% |