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 | $36,357 | $89,370-59.3% | $141,197-74.3% | $72,976-50.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 25.58% | 111.88%-86.3pp | 71.41%-45.8pp | 81.02%-55.4pp |
| Employer contribution / active EE | $1,627 | $3,115-47.8% | $4,736-65.7% | $2,440-33.3% |
| Participant deferral / active EE | $3,540 | $5,419-34.7% | $6,710-47.2% | $3,608-1.9% |
| Admin fee / account holder | $7,625 | $5,957+28.0% | $10,265-25.7% | $5,124+48.8% |