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 | $29,745 | $93,598-68.2% | $135,974-78.1% | $75,173-60.4% |
| Participation rate | 88.4% | 75.2%+13.2pp | 81.9%+6.5pp | 67.2%+21.2pp |
| Annual return | 19.58% | 30.89%-11.3pp | 68.30%-48.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $2,756 | $3,538-22.1% | $4,859-43.3% | $2,671+3.2% |
| Participant deferral / active EE | $4,418 | $6,405-31.0% | $7,760-43.1% | $4,126+7.1% |
| Admin fee / account holder | $18,127 | $6,978+159.8% | $10,767+68.4% | $5,651+220.8% |