Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,506 | $162,136-80.6% | $152,301-79.3% | $154,746-79.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 14.55% | 91.02%-76.5pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,608 | $4,890-46.7% | $4,624-43.6% | $4,379-40.4% |
| Participant deferral / active EE | $4,246 | $8,341-49.1% | $8,004-47.0% | $6,730-36.9% |
| Admin fee / account holder | $10,918 | $15,759-30.7% | $14,398-24.2% | $14,365-24.0% |