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 | $36,646 | $124,346-70.5% | $111,306-67.1% | $167,553-78.1% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 15.31% | 37.46%-22.2pp | 54.67%-39.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $2,891 | $3,438-15.9% | $2,732+5.8% | $4,840-40.3% |
| Participant deferral / active EE | $4,657 | $5,182-10.1% | $4,488+3.8% | $6,343-26.6% |
| Admin fee / account holder | $7,732 | $10,623-27.2% | $7,966-2.9% | $12,316-37.2% |