Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,639 | $58,311-44.0% | $81,882-60.1% | $80,959-59.7% |
| Participation rate | 71.9% | 63.5%+8.4pp | 72.4%-0.5pp | 67.7%+4.2pp |
| Annual return | 14.36% | 41.85%-27.5pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,923 | $2,347+24.5% | $2,916+0.2% | $2,757+6.0% |
| Participant deferral / active EE | $5,075 | $3,287+54.4% | $4,323+17.4% | $4,300+18.0% |
| Admin fee / account holder | $11,045 | $4,752+132.4% | $7,360+50.1% | $6,925+59.5% |