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 | $16,810 | $114,013-85.3% | $103,693-83.8% | $155,188-89.2% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.0pp | 80.8%+14.8pp |
| Annual return | 44.18% | 49.31%-5.1pp | 47.61%-3.4pp | 148.84%-104.7pp |
| Employer contribution / active EE | $2,446 | $3,131-21.9% | $2,920-16.3% | $4,248-42.4% |
| Participant deferral / active EE | $4,189 | $4,970-15.7% | $4,579-8.5% | $6,531-35.9% |
| Admin fee / account holder | $6,305 | $8,407-25.0% | $7,858-19.8% | $14,480-56.5% |