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 | $37,216 | $50,554-26.4% | $67,681-45.0% | $87,485-57.5% |
| Participation rate | 97.7% | 67.7%+30.0pp | 73.7%+24.0pp | 68.9%+28.8pp |
| Annual return | 12.58% | 17.81%-5.2pp | 590.58%-578.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,416 | $1,988+21.5% | $2,678-9.8% | $2,596-6.9% |
| Participant deferral / active EE | $2,241 | $2,961-24.3% | $3,976-43.6% | $4,274-47.6% |
| Admin fee / account holder | $666 | $4,132-83.9% | $6,100-89.1% | $7,775-91.4% |