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 | $24,529 | $228,395-89.3% | $185,861-86.8% | $158,982-84.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 18.57% | 40.82%-22.2pp | 35.96%-17.4pp | 302.99%-284.4pp |
| Employer contribution / active EE | $3,859 | $4,968-22.3% | $4,088-5.6% | $4,763-19.0% |
| Participant deferral / active EE | $6,489 | $6,417+1.1% | $5,634+15.2% | $5,983+8.4% |
| Admin fee / account holder | $8,112 | $11,869-31.7% | $9,503-14.6% | $11,252-27.9% |