Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,058 | $177,156-76.8% | $147,027-72.1% | $154,746-73.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 17.99% | 21.94%-3.9pp | 20.23%-2.2pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,886 | $4,336-56.5% | $3,626-48.0% | $4,379-56.9% |
| Participant deferral / active EE | $6,181 | $5,797+6.6% | $4,933+25.3% | $6,730-8.2% |
| Admin fee / account holder | $337 | $14,904-97.7% | $12,223-97.2% | $14,365-97.7% |