Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,970 | $84,236-57.3% | $170,435-78.9% | $70,126-48.7% |
| Participation rate | 72.5% | 70.8%+1.7pp | 83.6%-11.1pp | 69.5%+3.0pp |
| Annual return | 14.63% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $971 | $3,387-71.3% | $5,432-82.1% | $2,343-58.5% |
| Participant deferral / active EE | $1,571 | $3,086-49.1% | $4,939-68.2% | $3,332-52.8% |
| Admin fee / account holder | $1,023 | $5,698-82.0% | $13,881-92.6% | $4,645-78.0% |