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 | $31,348 | $106,524-70.6% | $152,301-79.4% | $87,485-64.2% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.4%-3.7pp | 68.9%+9.9pp |
| Annual return | 15.42% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $843 | $3,371-75.0% | $4,624-81.8% | $2,596-67.5% |
| Participant deferral / active EE | $5,384 | $6,525-17.5% | $8,004-32.7% | $4,274+26.0% |
| Admin fee / account holder | $3,470 | $8,287-58.1% | $14,398-75.9% | $7,775-55.4% |