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 | $34,909 | $132,310-73.6% | $105,754-67.0% | $273,972-87.3% |
| Participation rate | 84.6% | 83.2%+1.4pp | 78.9%+5.7pp | 83.0%+1.6pp |
| Annual return | 4.28% | 10.08%-5.8pp | 12.25%-8.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $3,428 | $4,867-29.6% | $4,079-16.0% | $4,869-29.6% |
| Participant deferral / active EE | $5,503 | $6,233-11.7% | $5,326+3.3% | $5,287+4.1% |
| Admin fee / account holder | $25,331 | $12,036+110.5% | $8,309+204.9% | $10,133+150.0% |