Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,153 | $107,368-63.5% | $92,915-57.9% | $152,909-74.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 25.40% | 145.64%-120.2pp | 109.45%-84.0pp | 345.46%-320.1pp |
| Employer contribution / active EE | $4,360 | $4,222+3.2% | $3,653+19.3% | $4,764-8.5% |
| Participant deferral / active EE | $8,022 | $4,848+65.5% | $4,238+89.3% | $5,851+37.1% |
| Admin fee / account holder | $1,274 | $7,082-82.0% | $5,796-78.0% | $11,601-89.0% |