Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,612 | $111,814-71.7% | $103,378-69.4% | $145,978-78.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.03% | 24.80%-15.8pp | 24.91%-15.9pp | 550.52%-541.5pp |
| Employer contribution / active EE | $2,549 | $4,215-39.5% | $3,870-34.1% | $4,662-45.3% |
| Participant deferral / active EE | $7,194 | $5,618+28.1% | $5,058+42.2% | $6,690+7.5% |
| Admin fee / account holder | $20,688 | $9,764+111.9% | $8,401+146.3% | $13,400+54.4% |