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 | $37,384 | $148,629-74.8% | $135,982-72.5% | $139,487-73.2% |
| Participation rate | 91.3% | 83.9%+7.4pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 24.10% | 79.33%-55.2pp | 68.32%-44.2pp | 373.84%-349.7pp |
| Employer contribution / active EE | $6,210 | $5,247+18.4% | $4,859+27.8% | $4,755+30.6% |
| Participant deferral / active EE | $14,679 | $8,102+81.2% | $7,760+89.2% | $6,713+118.7% |
| Admin fee / account holder | $2,808 | $12,406-77.4% | $10,767-73.9% | $11,407-75.4% |