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 | $39,227 | $115,917-66.2% | $100,535-61.0% | $158,982-75.3% |
| Participation rate | 91.3% | 81.6%+9.7pp | 79.4%+11.9pp | 82.0%+9.3pp |
| Annual return | 22.84% | 34.80%-12.0pp | 30.90%-8.1pp | 302.99%-280.1pp |
| Employer contribution / active EE | $1,921 | $4,105-53.2% | $3,419-43.8% | $4,763-59.7% |
| Participant deferral / active EE | $2,944 | $6,677-55.9% | $6,271-53.1% | $5,983-50.8% |
| Admin fee / account holder | $4,028 | $11,002-63.4% | $8,085-50.2% | $11,252-64.2% |