Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,596 | $123,412-71.2% | $69,460-48.8% | $145,978-75.6% |
| Participation rate | 79.2% | 69.2%+9.9pp | 66.4%+12.7pp | 80.3%-1.1pp |
| Annual return | 10.05% | 191.25%-181.2pp | 100.80%-90.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,273 | $2,684-15.3% | $1,714+32.6% | $4,662-51.2% |
| Participant deferral / active EE | $3,844 | $4,240-9.3% | $2,890+33.0% | $6,690-42.5% |
| Admin fee / account holder | $7,246 | $7,816-7.3% | $4,695+54.3% | $13,400-45.9% |