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 | $43,555 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.28% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,204 | $4,804-12.5% | $4,554-7.7% | $4,156+1.2% |
| Participant deferral / active EE | $6,754 | $8,216-17.8% | $7,897-14.5% | $6,407+5.4% |
| Admin fee / account holder | $3,491 | $14,344-75.7% | $13,129-73.4% | $12,270-71.5% |