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 | $30,677 | $110,307-72.2% | $96,576-68.2% | $139,456-78.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 23.13% | 26.40%-3.3pp | 25.87%-2.7pp | 373.45%-350.3pp |
| Employer contribution / active EE | $2,456 | $3,619-32.2% | $2,965-17.2% | $4,753-48.3% |
| Participant deferral / active EE | $9,408 | $5,547+69.6% | $4,851+93.9% | $6,711+40.2% |
| Admin fee / account holder | $1,622 | $11,597-86.0% | $8,253-80.3% | $11,407-85.8% |