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 | $36,258 | $81,276-55.4% | $155,574-76.7% | $80,925-55.2% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 23.22% | 33.36%-10.1pp | 64.87%-41.7pp | 35.65%-12.4pp |
| Employer contribution / active EE | $2,429 | $3,103-21.7% | $4,676-48.1% | $2,756-11.9% |
| Participant deferral / active EE | $3,342 | $3,453-3.2% | $5,629-40.6% | $4,299-22.2% |
| Admin fee / account holder | $3,481 | $7,993-56.4% | $15,914-78.1% | $6,940-49.8% |