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 | $34,914 | $135,956-74.3% | $123,894-71.8% | $273,972-87.3% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 13.81% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $3,924 | $5,170-24.1% | $4,617-15.0% | $4,869-19.4% |
| Participant deferral / active EE | $7,117 | $6,343+12.2% | $5,984+18.9% | $5,287+34.6% |
| Admin fee / account holder | $322 | $9,817-96.7% | $8,357-96.1% | $10,133-96.8% |