Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,723 | $78,520-57.1% | $96,576-65.1% | $82,448-59.1% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 37.55% | 41.30%-3.8pp | 38.47%-0.9pp | 41.64%-4.1pp |
| Employer contribution / active EE | $2,148 | $2,630-18.3% | $3,553-39.6% | $2,551-15.8% |
| Participant deferral / active EE | $9,659 | $6,754+43.0% | $7,956+21.4% | $4,139+133.3% |
| Admin fee / account holder | $3,923 | $13,455-70.8% | $11,381-65.5% | $7,234-45.8% |