Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,767 | $111,535-58.1% | $105,223-55.6% | $137,256-65.9% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 43.46% | 237.85%-194.4pp | 180.65%-137.2pp | 220.34%-176.9pp |
| Employer contribution / active EE | $3,094 | $3,939-21.5% | $3,689-16.1% | $4,156-25.6% |
| Participant deferral / active EE | $5,147 | $5,500-6.4% | $5,072+1.5% | $6,407-19.7% |
| Admin fee / account holder | $8,952 | $9,721-7.9% | $8,859+1.1% | $12,270-27.0% |