Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,322 | $103,392-69.7% | $87,104-64.0% | $152,897-79.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 25.71% | 28.10%-2.4pp | 28.19%-2.5pp | 345.43%-319.7pp |
| Employer contribution / active EE | $2,863 | $3,221-11.1% | $2,521+13.5% | $4,764-39.9% |
| Participant deferral / active EE | $9,272 | $4,778+94.0% | $4,048+129.0% | $5,851+58.5% |
| Admin fee / account holder | $1,923 | $12,194-84.2% | $7,491-74.3% | $11,599-83.4% |