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 | $38,600 | $77,416-50.1% | $69,464-44.4% | $152,897-74.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.5%+7.5pp |
| Annual return | 24.75% | 39.08%-14.3pp | 28.98%-4.2pp | 345.43%-320.7pp |
| Employer contribution / active EE | $3,440 | $3,315+3.8% | $2,779+23.8% | $4,764-27.8% |
| Participant deferral / active EE | $5,742 | $4,413+30.1% | $3,536+62.4% | $5,851-1.9% |
| Admin fee / account holder | $1,610 | $6,208-74.1% | $3,840-58.1% | $11,599-86.1% |