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 | $34,591 | $101,063-65.8% | $81,473-57.5% | $147,586-76.6% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 15.26% | 32.41%-17.1pp | 38.78%-23.5pp | 578.59%-563.3pp |
| Employer contribution / active EE | $5,970 | $3,206+86.2% | $2,568+132.5% | $4,876+22.4% |
| Participant deferral / active EE | $5,474 | $4,242+29.0% | $3,537+54.8% | $5,439+0.6% |
| Admin fee / account holder | $4,918 | $5,812-15.4% | $4,561+7.8% | $10,886-54.8% |