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 | $32,800 | $157,296-79.1% | $141,191-76.8% | $152,897-78.5% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.9pp |
| Annual return | 23.26% | 64.34%-41.1pp | 71.41%-48.1pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,182 | $5,262-58.5% | $4,736-53.9% | $4,764-54.2% |
| Participant deferral / active EE | $5,425 | $7,111-23.7% | $6,710-19.1% | $5,851-7.3% |
| Admin fee / account holder | $3,080 | $12,125-74.6% | $10,264-70.0% | $11,599-73.5% |