Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,510 | $124,425-72.3% | $112,040-69.2% | $137,256-74.9% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 24.83% | 24.72%+0.1pp | 24.52%+0.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $5,771 | $3,411+69.2% | $2,954+95.3% | $4,156+38.8% |
| Participant deferral / active EE | $12,126 | $5,718+112.0% | $5,098+137.9% | $6,407+89.3% |
| Admin fee / account holder | $10,052 | $15,207-33.9% | $12,098-16.9% | $12,270-18.1% |