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 | $38,823 | $148,582-73.9% | $135,942-71.4% | $139,456-72.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.48% | 79.26%-57.8pp | 68.28%-46.8pp | 373.45%-352.0pp |
| Employer contribution / active EE | $3,310 | $5,245-36.9% | $4,858-31.9% | $4,753-30.4% |
| Participant deferral / active EE | $8,205 | $8,101+1.3% | $7,759+5.7% | $6,711+22.3% |
| Admin fee / account holder | $11,784 | $12,402-5.0% | $10,764+9.5% | $11,407+3.3% |