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 | $39,776 | $53,128-25.1% | $86,582-54.1% | $70,126-43.3% |
| Participation rate | 70.6% | 65.3%+5.3pp | 73.5%-3.0pp | 69.5%+1.0pp |
| Annual return | 19.24% | 27.66%-8.4pp | 965.08%-945.8pp | 73.15%-53.9pp |
| Employer contribution / active EE | $920 | $2,068-55.5% | $2,839-67.6% | $2,343-60.7% |
| Participant deferral / active EE | $5,061 | $2,695+87.8% | $3,609+40.2% | $3,332+51.9% |
| Admin fee / account holder | $1,785 | $3,584-50.2% | $4,904-63.6% | $4,645-61.6% |