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 | $32,393 | $148,629-78.2% | $135,982-76.2% | $139,487-76.8% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 15.52% | 79.33%-63.8pp | 68.32%-52.8pp | 373.84%-358.3pp |
| Employer contribution / active EE | $2,314 | $5,247-55.9% | $4,859-52.4% | $4,755-51.3% |
| Participant deferral / active EE | $2,958 | $8,102-63.5% | $7,760-61.9% | $6,713-55.9% |
| Admin fee / account holder | $1,908 | $12,406-84.6% | $10,767-82.3% | $11,407-83.3% |