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 | $161,352-74.6% | $134,172-69.4% | $137,256-70.1% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 17.99% | 28.72%-10.7pp | 25.30%-7.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,886 | $4,099-54.0% | $3,420-44.9% | $4,156-54.6% |
| Participant deferral / active EE | $6,181 | $5,552+11.3% | $4,690+31.8% | $6,407-3.5% |
| Admin fee / account holder | $337 | $15,028-97.8% | $12,016-97.2% | $12,270-97.3% |