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 | $40,314 | $165,381-75.6% | $149,730-73.1% | $158,966-74.6% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 14.92% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.0pp |
| Employer contribution / active EE | $3,571 | $5,104-30.0% | $4,645-23.1% | $4,762-25.0% |
| Participant deferral / active EE | $5,650 | $7,182-21.3% | $6,843-17.4% | $5,983-5.6% |
| Admin fee / account holder | $1,730 | $10,809-84.0% | $9,310-81.4% | $11,250-84.6% |