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 | $43,877 | $97,125-54.8% | $86,233-49.1% | $137,256-68.0% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.0%+23.3pp | 80.0%+12.3pp |
| Annual return | 17.81% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,126 | $2,841-25.2% | $2,504-15.1% | $4,156-48.8% |
| Participant deferral / active EE | $5,179 | $5,1800% | $4,559+13.6% | $6,407-19.2% |
| Admin fee / account holder | $374 | $9,725-96.1% | $8,342-95.5% | $12,270-96.9% |