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 | $35,598 | $212,386-83.2% | $199,883-82.2% | $138,895-74.4% |
| Participation rate | 93.3% | 87.4%+6.0pp | 86.8%+6.6pp | 79.9%+13.4pp |
| Annual return | 19.28% | 47.75%-28.5pp | 43.81%-24.5pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,284 | $6,625-65.5% | $6,261-63.5% | $4,194-45.5% |
| Participant deferral / active EE | $3,845 | $9,617-60.0% | $9,138-57.9% | $6,396-39.9% |
| Admin fee / account holder | $1,427 | $18,233-92.2% | $17,268-91.7% | $12,562-88.6% |