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 | $36,557 | $88,672-58.8% | $105,223-65.3% | $82,448-55.7% |
| Participation rate | 71.7% | 67.9%+3.7pp | 75.0%-3.4pp | 68.1%+3.6pp |
| Annual return | 17.73% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,408 | $3,048+11.8% | $3,689-7.6% | $2,551+33.6% |
| Participant deferral / active EE | $5,622 | $4,036+39.3% | $5,072+10.8% | $4,139+35.8% |
| Admin fee / account holder | $6,313 | $7,146-11.7% | $8,859-28.7% | $7,234-12.7% |