Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,870 | $81,276-66.9% | $155,574-82.7% | $80,925-66.8% |
| Participation rate | 71.1% | 66.2%+4.9pp | 78.2%-7.1pp | 67.7%+3.5pp |
| Annual return | 18.79% | 33.36%-14.6pp | 64.87%-46.1pp | 35.65%-16.9pp |
| Employer contribution / active EE | $1,023 | $3,103-67.0% | $4,676-78.1% | $2,756-62.9% |
| Participant deferral / active EE | $9,853 | $3,453+185.4% | $5,629+75.0% | $4,299+129.2% |
| Admin fee / account holder | $2,696 | $7,993-66.3% | $15,914-83.1% | $6,940-61.2% |