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 | $35,450 | $98,766-64.1% | $149,730-76.3% | $79,852-55.6% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 19.43% | 27.43%-8.0pp | 276.70%-257.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $2,318 | $3,217-27.9% | $4,645-50.1% | $2,471-6.2% |
| Participant deferral / active EE | $5,510 | $5,681-3.0% | $6,843-19.5% | $3,740+47.3% |
| Admin fee / account holder | $686 | $6,052-88.7% | $9,310-92.6% | $5,306-87.1% |