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 | $44,223 | $81,696-45.9% | $70,494-37.3% | $158,982-72.2% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.1%+19.9pp | 82.0%+13.0pp |
| Annual return | 21.74% | 208.70%-187.0pp | 109.16%-87.4pp | 302.99%-281.2pp |
| Employer contribution / active EE | $3,533 | $3,220+9.7% | $2,738+29.0% | $4,763-25.8% |
| Participant deferral / active EE | $3,188 | $4,558-30.0% | $3,711-14.1% | $5,983-46.7% |
| Admin fee / account holder | $1,003 | $6,200-83.8% | $3,848-73.9% | $11,252-91.1% |