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 | $36,705 | $53,841-31.8% | $75,731-51.5% | $85,851-57.2% |
| Participation rate | 71.9% | 69.0%+2.8pp | 74.8%-3.0pp | 69.3%+2.6pp |
| Annual return | 14.65% | 24.54%-9.9pp | 104.65%-90.0pp | 318.63%-304.0pp |
| Employer contribution / active EE | $2,168 | $2,017+7.5% | $2,743-21.0% | $2,565-15.5% |
| Participant deferral / active EE | $4,780 | $2,895+65.1% | $3,820+25.1% | $3,952+20.9% |
| Admin fee / account holder | $8,602 | $3,340+157.5% | $3,620+137.6% | $6,261+37.4% |