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 | $36,657 | $53,128-31.0% | $86,582-57.7% | $70,126-47.7% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.7pp | 69.5%+15.7pp |
| Annual return | 17.11% | 27.66%-10.6pp | 965.08%-948.0pp | 73.15%-56.0pp |
| Employer contribution / active EE | $2,696 | $2,068+30.4% | $2,839-5.0% | $2,343+15.1% |
| Participant deferral / active EE | $2,719 | $2,695+0.9% | $3,609-24.6% | $3,332-18.4% |
| Admin fee / account holder | $358 | $3,584-90.0% | $4,904-92.7% | $4,645-92.3% |