Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,337 | $106,588-58.4% | $94,215-52.9% | $155,188-71.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 70.0%+5.0pp | 80.8%-5.8pp |
| Annual return | 22.20% | 29.39%-7.2pp | 28.22%-6.0pp | 148.84%-126.6pp |
| Employer contribution / active EE | $3,075 | $3,080-0.2% | $2,675+14.9% | $4,248-27.6% |
| Participant deferral / active EE | $7,522 | $4,802+56.6% | $4,276+75.9% | $6,531+15.2% |
| Admin fee / account holder | $4,617 | $12,281-62.4% | $10,216-54.8% | $14,480-68.1% |