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 | $28,373 | $77,638-63.5% | $156,551-81.9% | $62,881-54.9% |
| Participation rate | 72.0% | 71.2%+0.8pp | 84.0%-12.0pp | 69.3%+2.7pp |
| Annual return | 7.38% | 50.33%-42.9pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,855 | $3,444-17.1% | $5,501-48.1% | $2,281+25.2% |
| Participant deferral / active EE | $4,188 | $3,046+37.5% | $4,871-14.0% | $3,203+30.7% |
| Admin fee / account holder | $5,030 | $5,561-9.6% | $13,028-61.4% | $4,296+17.1% |