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 | $38,905 | $181,896-78.6% | $156,551-75.1% | $273,972-85.8% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 8.41% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,481 | $6,248-44.3% | $5,501-36.7% | $4,869-28.5% |
| Participant deferral / active EE | $6,010 | $5,550+8.3% | $4,871+23.4% | $5,287+13.7% |
| Admin fee / account holder | $584 | $15,560-96.2% | $13,028-95.5% | $10,133-94.2% |