Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,729 | $77,908-54.1% | $149,696-76.1% | $75,173-52.5% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 26.02% | 31.73%-5.7pp | 134.46%-108.4pp | 160.72%-134.7pp |
| Employer contribution / active EE | $2,294 | $3,138-26.9% | $4,821-52.4% | $2,671-14.1% |
| Participant deferral / active EE | $7,628 | $3,411+123.6% | $5,682+34.3% | $4,126+84.9% |
| Admin fee / account holder | $1,189 | $5,950-80.0% | $13,212-91.0% | $5,651-79.0% |