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 | $36,681 | $84,236-56.5% | $170,435-78.5% | $70,126-47.7% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 16.19% | 23.06%-6.9pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,333 | $3,387-31.1% | $5,432-57.1% | $2,343-0.4% |
| Participant deferral / active EE | $3,987 | $3,086+29.2% | $4,939-19.3% | $3,332+19.7% |
| Admin fee / account holder | $1,962 | $5,698-65.6% | $13,881-85.9% | $4,645-57.8% |