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 | $35,986 | $165,361-78.2% | $149,715-76.0% | $158,950-77.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.14% | 348.24%-335.1pp | 276.66%-263.5pp | 302.91%-289.8pp |
| Employer contribution / active EE | $3,163 | $5,103-38.0% | $4,645-31.9% | $4,762-33.6% |
| Participant deferral / active EE | $9,791 | $7,182+36.3% | $6,842+43.1% | $5,983+63.7% |
| Admin fee / account holder | $7,573 | $10,808-29.9% | $9,310-18.6% | $11,248-32.7% |