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 | $37,468 | $110,039-65.9% | $97,260-61.5% | $145,884-74.3% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 15.53% | 244.44%-228.9pp | 75.54%-60.0pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,651 | $3,074-13.8% | $2,721-2.6% | $4,662-43.1% |
| Participant deferral / active EE | $4,856 | $4,674+3.9% | $4,262+13.9% | $6,690-27.4% |
| Admin fee / account holder | $2,109 | $6,204-66.0% | $5,640-62.6% | $13,392-84.2% |