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 | $35,307 | $84,236-58.1% | $170,435-79.3% | $70,126-49.7% |
| Participation rate | 84.8% | 70.8%+14.0pp | 83.6%+1.3pp | 69.5%+15.3pp |
| Annual return | 23.47% | 23.06%+0.4pp | 205.94%-182.5pp | 73.15%-49.7pp |
| Employer contribution / active EE | $5,014 | $3,387+48.0% | $5,432-7.7% | $2,343+114.0% |
| Participant deferral / active EE | $4,723 | $3,086+53.0% | $4,939-4.4% | $3,332+41.7% |
| Admin fee / account holder | $341 | $5,698-94.0% | $13,881-97.5% | $4,645-92.7% |