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 | $32,887 | $46,599-29.4% | $64,101-48.7% | $75,173-56.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.53% | 26.06%-8.5pp | 33.72%-16.2pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,907 | $1,975-3.5% | $2,749-30.6% | $2,671-28.6% |
| Participant deferral / active EE | $6,427 | $2,837+126.6% | $3,881+65.6% | $4,126+55.8% |
| Admin fee / account holder | $2,002 | $2,956-32.3% | $3,070-34.8% | $5,651-64.6% |