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 | $35,806 | $85,060-57.9% | $70,548-49.2% | $139,456-74.3% |
| Participation rate | 82.4% | 73.9%+8.4pp | 68.3%+14.0pp | 80.3%+2.0pp |
| Annual return | 20.29% | 30.38%-10.1pp | 32.78%-12.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $2,650 | $3,911-32.2% | $2,975-10.9% | $4,753-44.2% |
| Participant deferral / active EE | $3,736 | $5,890-36.6% | $4,567-18.2% | $6,711-44.3% |
| Admin fee / account holder | $11,960 | $8,925+34.0% | $6,424+86.2% | $11,407+4.8% |