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 | $40,697 | $135,956-70.1% | $123,894-67.2% | $273,972-85.1% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 14.35% | 56.63%-42.3pp | 47.52%-33.2pp | 41.46%-27.1pp |
| Employer contribution / active EE | $3,202 | $5,170-38.1% | $4,617-30.7% | $4,869-34.2% |
| Participant deferral / active EE | $5,674 | $6,343-10.6% | $5,984-5.2% | $5,287+7.3% |
| Admin fee / account holder | $958 | $9,817-90.2% | $8,357-88.5% | $10,133-90.5% |