Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,685 | $155,555-73.8% | $146,866-72.3% | $155,188-73.8% |
| Participation rate | 82.6% | 84.0%-1.3pp | 82.5%+0.1pp | 80.8%+1.8pp |
| Annual return | 22.50% | 115.41%-92.9pp | 102.85%-80.3pp | 148.84%-126.3pp |
| Employer contribution / active EE | $2,869 | $4,647-38.3% | $4,425-35.2% | $4,248-32.5% |
| Participant deferral / active EE | $6,700 | $8,044-16.7% | $7,759-13.6% | $6,531+2.6% |
| Admin fee / account holder | $1,299 | $14,755-91.2% | $13,620-90.5% | $14,480-91.0% |