Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,484 | $114,119-69.8% | $107,187-67.8% | $138,895-75.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 22.67% | 273.21%-250.5pp | 204.55%-181.9pp | 145.39%-122.7pp |
| Employer contribution / active EE | $3,618 | $4,059-10.9% | $3,782-4.3% | $4,194-13.7% |
| Participant deferral / active EE | $6,624 | $5,538+19.6% | $5,096+30.0% | $6,396+3.6% |
| Admin fee / account holder | $447 | $10,024-95.5% | $9,162-95.1% | $12,562-96.4% |