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 | $39,769 | $117,904-66.3% | $102,457-61.2% | $145,978-72.8% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 12.30% | 31.80%-19.5pp | 29.41%-17.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,491 | $3,613-31.1% | $3,022-17.6% | $4,662-46.6% |
| Participant deferral / active EE | $1,820 | $5,733-68.3% | $5,054-64.0% | $6,690-72.8% |
| Admin fee / account holder | $11,340 | $13,329-14.9% | $9,451+20.0% | $13,400-15.4% |