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 | $61,250 | $55,902+9.6% | $76,030-19.4% | $80,959-24.3% |
| Participation rate | 98.4% | 62.1%+36.4pp | 69.1%+29.4pp | 67.7%+30.8pp |
| Annual return | 13.01% | 20.59%-7.6pp | 361.54%-348.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,594 | $1,867-14.6% | $2,688-40.7% | $2,757-42.2% |
| Participant deferral / active EE | $7,333 | $3,051+140.4% | $4,257+72.2% | $4,300+70.5% |
| Admin fee / account holder | $5,913 | $5,239+12.9% | $6,421-7.9% | $6,925-14.6% |