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 | $36,730 | $65,367-43.8% | $92,915-60.5% | $72,976-49.7% |
| Participation rate | 77.1% | 68.3%+8.8pp | 76.0%+1.1pp | 69.5%+7.7pp |
| Annual return | 27.20% | 42.11%-14.9pp | 109.45%-82.2pp | 81.02%-53.8pp |
| Employer contribution / active EE | $4,114 | $2,594+58.6% | $3,653+12.6% | $2,440+68.6% |
| Participant deferral / active EE | $2,956 | $3,128-5.5% | $4,238-30.3% | $3,608-18.1% |
| Admin fee / account holder | $332 | $4,251-92.2% | $5,796-94.3% | $5,124-93.5% |