Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,228 | $93,598-57.0% | $135,974-70.4% | $75,173-46.5% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 17.39% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $2,721 | $3,538-23.1% | $4,859-44.0% | $2,671+1.9% |
| Participant deferral / active EE | $5,330 | $6,405-16.8% | $7,760-31.3% | $4,126+29.2% |
| Admin fee / account holder | $4,715 | $6,978-32.4% | $10,767-56.2% | $5,651-16.6% |