Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,060 | $49,249-34.9% | $70,476-54.5% | $79,852-59.9% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.8pp |
| Annual return | 14.09% | 30.09%-16.0pp | 109.12%-95.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,639 | $2,100-22.0% | $2,738-40.2% | $2,471-33.7% |
| Participant deferral / active EE | $1,502 | $2,769-45.8% | $3,710-59.5% | $3,740-59.8% |
| Admin fee / account holder | $3,902 | $2,878+35.6% | $3,847+1.4% | $5,306-26.5% |