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 | $36,837 | $102,429-64.0% | $147,096-75.0% | $80,925-54.5% |
| Participation rate | 93.8% | 75.9%+18.0pp | 82.2%+11.6pp | 67.7%+26.2pp |
| Annual return | 18.04% | 135.02%-117.0pp | 419.75%-401.7pp | 35.65%-17.6pp |
| Employer contribution / active EE | $3,162 | $3,716-14.9% | $4,936-35.9% | $2,756+14.7% |
| Participant deferral / active EE | $8,277 | $6,649+24.5% | $8,071+2.6% | $4,299+92.5% |
| Admin fee / account holder | $9,102 | $7,957+14.4% | $13,005-30.0% | $6,940+31.1% |