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 | $35,075 | $201,370-82.6% | $184,256-81.0% | $145,897-76.0% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 10.86% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $5,235 | $7,024-25.5% | $6,427-18.5% | $4,663+12.3% |
| Participant deferral / active EE | $9,255 | $9,808-5.6% | $9,133+1.3% | $6,689+38.4% |
| Admin fee / account holder | $5,297 | $16,364-67.6% | $13,899-61.9% | $13,390-60.4% |