Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,975 | $185,141-47.6% | $153,416-36.8% | $155,188-37.5% |
| Participation rate | 92.9% | 79.9%+12.9pp | 74.3%+18.5pp | 80.8%+12.1pp |
| Annual return | 37.14% | 18.72%+18.4pp | 17.84%+19.3pp | 148.84%-111.7pp |
| Employer contribution / active EE | $3,280 | $4,489-26.9% | $3,764-12.8% | $4,248-22.8% |
| Participant deferral / active EE | $5,121 | $5,477-6.5% | $4,723+8.4% | $6,531-21.6% |
| Admin fee / account holder | $2,867 | $16,005-82.1% | $13,095-78.1% | $14,480-80.2% |