Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,314 | $127,296-69.9% | $109,907-65.1% | $167,536-77.1% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.2%+18.6pp | 82.1%+10.7pp |
| Annual return | 18.75% | 22.97%-4.2pp | 29.46%-10.7pp | 478.82%-460.1pp |
| Employer contribution / active EE | $2,726 | $3,325-18.0% | $2,844-4.1% | $4,839-43.7% |
| Participant deferral / active EE | $5,209 | $4,513+15.4% | $4,047+28.7% | $6,342-17.9% |
| Admin fee / account holder | $3,455 | $7,119-51.5% | $6,069-43.1% | $12,315-71.9% |