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 | $41,531 | $210,991-80.3% | $153,741-73.0% | $145,897-71.5% |
| Participation rate | 84.6% | 82.1%+2.5pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 11.80% | 13.46%-1.7pp | 15.71%-3.9pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,240 | $6,057-46.5% | $5,042-35.7% | $4,663-30.5% |
| Participant deferral / active EE | $9,752 | $7,979+22.2% | $6,757+44.3% | $6,689+45.8% |
| Admin fee / account holder | $11,924 | $19,490-38.8% | $12,749-6.5% | $13,390-10.9% |