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 | $41,884 | $93,598-55.3% | $135,974-69.2% | $75,173-44.3% |
| Participation rate | 85.1% | 75.2%+9.9pp | 81.9%+3.2pp | 67.2%+17.9pp |
| Annual return | 23.09% | 30.89%-7.8pp | 68.30%-45.2pp | 160.72%-137.6pp |
| Employer contribution / active EE | $4,366 | $3,538+23.4% | $4,859-10.1% | $2,671+63.5% |
| Participant deferral / active EE | $12,881 | $6,405+101.1% | $7,760+66.0% | $4,126+212.2% |
| Admin fee / account holder | $4,280 | $6,978-38.7% | $10,767-60.2% | $5,651-24.3% |