Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,076 | $117,829-77.0% | $102,423-73.6% | $145,877-81.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 35.19% | 31.83%+3.4pp | 29.42%+5.8pp | 551.28%-516.1pp |
| Employer contribution / active EE | $2,562 | $3,615-29.1% | $3,023-15.3% | $4,663-45.1% |
| Participant deferral / active EE | $7,342 | $5,732+28.1% | $5,054+45.3% | $6,691+9.7% |
| Admin fee / account holder | $1,198 | $13,335-91.0% | $9,455-87.3% | $13,402-91.1% |