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 | $38,671 | $58,828-34.3% | $78,002-50.4% | $62,881-38.5% |
| Participation rate | 82.9% | 71.1%+11.8pp | 75.5%+7.3pp | 69.3%+13.6pp |
| Annual return | 12.22% | 17.16%-4.9pp | 425.99%-413.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,767 | $1,672+5.7% | $2,470-28.4% | $2,281-22.5% |
| Participant deferral / active EE | $3,578 | $2,686+33.2% | $3,497+2.3% | $3,203+11.7% |
| Admin fee / account holder | $650 | $4,393-85.2% | $5,481-88.1% | $4,296-84.9% |