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 | $40,322 | $45,043-10.5% | $63,005-36.0% | $70,124-42.5% |
| Participation rate | 95.0% | 69.5%+25.5pp | 74.8%+20.2pp | 69.5%+25.5pp |
| Annual return | 19.15% | 18.76%+0.4pp | 87.59%-68.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $5,390 | $2,052+162.7% | $2,760+95.3% | $2,342+130.1% |
| Participant deferral / active EE | $3,256 | $2,466+32.1% | $3,329-2.2% | $3,332-2.3% |
| Admin fee / account holder | $3,679 | $2,833+29.9% | $3,599+2.2% | $4,645-20.8% |