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 | $35,500 | $98,766-64.1% | $149,730-76.3% | $79,852-55.5% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 29.60% | 27.43%+2.2pp | 276.70%-247.1pp | 31.72%-2.1pp |
| Employer contribution / active EE | $2,738 | $3,217-14.9% | $4,645-41.1% | $2,471+10.8% |
| Participant deferral / active EE | $5,704 | $5,681+0.4% | $6,843-16.6% | $3,740+52.5% |
| Admin fee / account holder | $1,692 | $6,052-72.0% | $9,310-81.8% | $5,306-68.1% |