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 | $32,636 | $228,352-85.7% | $185,835-82.4% | $158,966-79.5% |
| Participation rate | 76.2% | 82.3%-6.1pp | 78.0%-1.9pp | 82.0%-5.8pp |
| Annual return | 14.09% | 40.81%-26.7pp | 35.96%-21.9pp | 302.95%-288.9pp |
| Employer contribution / active EE | $3,520 | $4,967-29.1% | $4,087-13.9% | $4,762-26.1% |
| Participant deferral / active EE | $4,310 | $6,416-32.8% | $5,633-23.5% | $5,983-28.0% |
| Admin fee / account holder | $5,703 | $11,867-51.9% | $9,502-40.0% | $11,250-49.3% |