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 | $40,582 | $162,812-75.1% | $133,971-69.7% | $158,966-74.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 17.89% | 41.94%-24.1pp | 45.09%-27.2pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,582 | $4,976-68.2% | $3,919-59.6% | $4,762-66.8% |
| Participant deferral / active EE | $2,725 | $5,910-53.9% | $5,047-46.0% | $5,983-54.5% |
| Admin fee / account holder | $1,824 | $11,741-84.5% | $8,929-79.6% | $11,250-83.8% |