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 | $37,065 | $117,859-68.6% | $102,438-63.8% | $145,959-74.6% |
| Participation rate | 78.3% | 78.6%-0.3pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 14.51% | 31.72%-17.2pp | 29.37%-14.9pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,338 | $3,615-35.3% | $3,024-22.7% | $4,661-49.8% |
| Participant deferral / active EE | $5,656 | $5,732-1.3% | $5,054+11.9% | $6,689-15.4% |
| Admin fee / account holder | $15,256 | $13,318+14.6% | $9,448+61.5% | $13,398+13.9% |