Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,808 | $110,337-63.9% | $102,383-61.1% | $145,877-72.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 19.30% | 24.83%-5.5pp | 24.94%-5.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $2,520 | $4,216-40.2% | $3,870-34.9% | $4,663-46.0% |
| Participant deferral / active EE | $7,641 | $5,621+35.9% | $5,060+51.0% | $6,691+14.2% |
| Admin fee / account holder | $375 | $9,750-96.2% | $8,391-95.5% | $13,402-97.2% |