Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,292 | $55,457-38.2% | $77,361-55.7% | $94,015-63.5% |
| Participation rate | 96.9% | 69.8%+27.1pp | 75.0%+21.9pp | 70.8%+26.1pp |
| Annual return | 11.51% | 15.57%-4.1pp | 1011.54%-1000.0pp | 17.84%-6.3pp |
| Employer contribution / active EE | $3,495 | $2,255+55.0% | $2,990+16.9% | $2,790+25.3% |
| Participant deferral / active EE | $3,608 | $3,069+17.5% | $3,911-7.8% | $4,249-15.1% |
| Admin fee / account holder | $4,047 | $4,334-6.6% | $5,894-31.3% | $8,951-54.8% |