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 | $36,325 | $69,248-47.5% | $64,101-43.3% | $139,466-74.0% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 12.17% | 45.95%-33.8pp | 33.72%-21.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,514 | $3,185-52.5% | $2,749-44.9% | $4,754-68.2% |
| Participant deferral / active EE | $2,513 | $4,682-46.3% | $3,881-35.2% | $6,712-62.6% |
| Admin fee / account holder | $2,054 | $4,247-51.6% | $3,070-33.1% | $11,409-82.0% |