Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,592 | $51,222-48.1% | $70,544-62.3% | $75,173-64.6% |
| Participation rate | 71.1% | 61.0%+10.1pp | 68.4%+2.7pp | 67.2%+3.8pp |
| Annual return | 23.57% | 30.06%-6.5pp | 32.79%-9.2pp | 160.72%-137.1pp |
| Employer contribution / active EE | $1,910 | $1,827+4.5% | $2,976-35.8% | $2,671-28.5% |
| Participant deferral / active EE | $3,537 | $2,850+24.1% | $4,568-22.6% | $4,126-14.3% |
| Admin fee / account holder | $537 | $4,096-86.9% | $6,427-91.7% | $5,651-90.5% |