Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,025 | $111,535-65.0% | $105,223-62.9% | $137,256-71.6% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 15.95% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,051 | $3,939-47.9% | $3,689-44.4% | $4,156-50.7% |
| Participant deferral / active EE | $7,596 | $5,500+38.1% | $5,072+49.8% | $6,407+18.6% |
| Admin fee / account holder | $18,959 | $9,721+95.0% | $8,859+114.0% | $12,270+54.5% |