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 | $40,410 | $53,127-23.9% | $86,597-53.3% | $70,131-42.4% |
| Participation rate | 75.3% | 65.3%+10.0pp | 73.5%+1.8pp | 69.5%+5.8pp |
| Annual return | 15.94% | 27.66%-11.7pp | 964.96%-949.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $933 | $2,068-54.9% | $2,840-67.1% | $2,342-60.2% |
| Participant deferral / active EE | $1,610 | $2,696-40.3% | $3,609-55.4% | $3,332-51.7% |
| Admin fee / account holder | $3,860 | $3,585+7.6% | $4,906-21.3% | $4,645-16.9% |