Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,626 | $196,972-81.9% | $182,262-80.5% | $198,609-82.1% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 17.18% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,897 | $5,364-46.0% | $5,046-42.6% | $5,055-42.7% |
| Participant deferral / active EE | $3,916 | $8,643-54.7% | $8,276-52.7% | $6,977-43.9% |
| Admin fee / account holder | $11,798 | $18,429-36.0% | $16,712-29.4% | $19,030-38.0% |