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 | $34,766 | $112,131-69.0% | $95,964-63.8% | $158,982-78.1% |
| Participation rate | 81.0% | 79.0%+2.0pp | 77.1%+3.9pp | 82.0%-1.0pp |
| Annual return | 13.15% | 171.19%-158.0pp | 91.64%-78.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,078 | $3,199-35.0% | $2,541-18.2% | $4,763-56.4% |
| Participant deferral / active EE | $3,675 | $4,784-23.2% | $4,167-11.8% | $5,983-38.6% |
| Admin fee / account holder | $1,009 | $10,136-90.0% | $6,797-85.2% | $11,252-91.0% |