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 | $37,856 | $215,361-82.4% | $171,082-77.9% | $273,972-86.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 76.7%+13.3pp | 83.0%+7.0pp |
| Annual return | 15.01% | 25.14%-10.1pp | 32.56%-17.5pp | 41.46%-26.4pp |
| Employer contribution / active EE | $9,083 | $4,967+82.9% | $4,002+127.0% | $4,869+86.5% |
| Participant deferral / active EE | $8,077 | $5,543+45.7% | $4,797+68.4% | $5,287+52.8% |
| Admin fee / account holder | $1,993 | $10,846-81.6% | $8,520-76.6% | $10,133-80.3% |