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 | $32,153 | $93,346-65.6% | $71,796-55.2% | $273,972-88.3% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 13.06% | 130.39%-117.3pp | 78.04%-65.0pp | 41.46%-28.4pp |
| Employer contribution / active EE | $2,875 | $2,733+5.2% | $1,924+49.4% | $4,869-41.0% |
| Participant deferral / active EE | $7,663 | $3,475+120.5% | $2,794+174.2% | $5,287+44.9% |
| Admin fee / account holder | $389 | $6,571-94.1% | $4,815-91.9% | $10,133-96.2% |