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 | $27,124 | $71,878-62.3% | $86,698-68.7% | $68,486-60.4% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | 20.70% | 3.53%+17.2pp | 35.95%-15.2pp | -7.85%+28.6pp |
| Employer contribution / active EE | $4,401 | $2,173+102.5% | $2,837+55.2% | $2,597+69.5% |
| Participant deferral / active EE | $6,623 | $3,779+75.3% | $4,656+42.2% | $4,028+64.4% |
| Admin fee / account holder | $613 | $6,113-90.0% | $7,493-91.8% | $5,404-88.6% |