Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,230 | $69,977-46.8% | $108,582-65.7% | $62,881-40.8% |
| Participation rate | 89.1% | 72.9%+16.2pp | 79.6%+9.5pp | 69.3%+19.8pp |
| Annual return | 11.37% | 10.73%+0.6pp | -51.70%+63.1pp | 20.14%-8.8pp |
| Employer contribution / active EE | $2,357 | $2,135+10.4% | $3,758-37.3% | $2,281+3.3% |
| Participant deferral / active EE | $4,080 | $3,165+28.9% | $4,311-5.4% | $3,203+27.4% |
| Admin fee / account holder | $7,649 | $5,076+50.7% | $7,645+0.1% | $4,296+78.1% |