Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,907 | $156,398-80.2% | $147,318-79.0% | $138,895-77.7% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 14.52% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,126 | $4,853-35.6% | $4,593-31.9% | $4,194-25.5% |
| Participant deferral / active EE | $7,310 | $8,237-11.3% | $7,906-7.5% | $6,396+14.3% |
| Admin fee / account holder | $13,819 | $14,976-7.7% | $13,708+0.8% | $12,562+10.0% |