Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,139 | $107,809-72.0% | $97,032-68.9% | $155,188-80.6% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 24.38% | 38.06%-13.7pp | 35.38%-11.0pp | 148.84%-124.5pp |
| Employer contribution / active EE | $15,495 | $2,911+432.3% | $2,629+489.4% | $4,248+264.8% |
| Participant deferral / active EE | $8,548 | $5,129+66.6% | $4,672+83.0% | $6,531+30.9% |
| Admin fee / account holder | $3,836 | $10,717-64.2% | $9,418-59.3% | $14,480-73.5% |