Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,651 | $97,125-64.3% | $86,233-59.8% | $137,256-74.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 12.68% | 74.19%-61.5pp | 61.39%-48.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,933 | $2,841+3.2% | $2,504+17.1% | $4,156-29.4% |
| Participant deferral / active EE | $5,468 | $5,180+5.6% | $4,559+19.9% | $6,407-14.7% |
| Admin fee / account holder | $10,217 | $9,725+5.1% | $8,342+22.5% | $12,270-16.7% |