Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,584 | $177,156-79.3% | $147,027-75.1% | $154,746-76.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 15.61% | 21.94%-6.3pp | 20.23%-4.6pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,460 | $4,336-66.3% | $3,626-59.7% | $4,379-66.7% |
| Participant deferral / active EE | $1,727 | $5,797-70.2% | $4,933-65.0% | $6,730-74.3% |
| Admin fee / account holder | $426 | $14,904-97.1% | $12,223-96.5% | $14,365-97.0% |