Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,634 | $161,352-76.7% | $134,172-72.0% | $137,256-72.6% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.5%+16.4pp | 80.0%+8.9pp |
| Annual return | 13.56% | 28.72%-15.2pp | 25.30%-11.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,627 | $4,099-60.3% | $3,420-52.4% | $4,156-60.8% |
| Participant deferral / active EE | $1,722 | $5,552-69.0% | $4,690-63.3% | $6,407-73.1% |
| Admin fee / account holder | $2,935 | $15,028-80.5% | $12,016-75.6% | $12,270-76.1% |