Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,299 | $106,247-66.8% | $96,515-63.4% | $139,466-74.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 22.10% | 38.47%-16.4pp | 35.73%-13.6pp | 373.66%-351.6pp |
| Employer contribution / active EE | $3,242 | $4,106-21.0% | $3,740-13.3% | $4,754-31.8% |
| Participant deferral / active EE | $7,194 | $5,456+31.9% | $4,880+47.4% | $6,712+7.2% |
| Admin fee / account holder | $3,523 | $7,885-55.3% | $6,735-47.7% | $11,409-69.1% |