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 | $42,007 | $106,247-60.5% | $96,515-56.5% | $139,466-69.9% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 17.79% | 38.47%-20.7pp | 35.73%-17.9pp | 373.66%-355.9pp |
| Employer contribution / active EE | $1,809 | $4,106-56.0% | $3,740-51.6% | $4,754-62.0% |
| Participant deferral / active EE | $5,620 | $5,456+3.0% | $4,880+15.2% | $6,712-16.3% |
| Admin fee / account holder | $7,384 | $7,885-6.4% | $6,735+9.6% | $11,409-35.3% |