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 | $38,586 | $157,304-75.5% | $141,197-72.7% | $152,909-74.8% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 18.18% | 64.34%-46.2pp | 71.41%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $6,252 | $5,263+18.8% | $4,736+32.0% | $4,764+31.2% |
| Participant deferral / active EE | $2,353 | $7,111-66.9% | $6,710-64.9% | $5,851-59.8% |
| Admin fee / account holder | $4,453 | $12,126-63.3% | $10,265-56.6% | $11,601-61.6% |