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 | $41,021 | $111,814-63.3% | $103,374-60.3% | $145,959-71.9% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 15.28% | 24.77%-9.5pp | 24.89%-9.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $5,387 | $4,214+27.8% | $3,869+39.2% | $4,661+15.6% |
| Participant deferral / active EE | $4,647 | $5,618-17.3% | $5,058-8.1% | $6,689-30.5% |
| Admin fee / account holder | $3,245 | $9,754-66.7% | $8,394-61.3% | $13,398-75.8% |