Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,375 | $155,555-70.8% | $146,866-69.1% | $155,188-70.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 19.43% | 115.41%-96.0pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $4,262 | $4,647-8.3% | $4,425-3.7% | $4,248+0.3% |
| Participant deferral / active EE | $11,018 | $8,044+37.0% | $7,759+42.0% | $6,531+68.7% |
| Admin fee / account holder | $415 | $14,755-97.2% | $13,620-97.0% | $14,480-97.1% |