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 | $40,714 | $114,119-64.3% | $107,187-62.0% | $138,895-70.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 17.78% | 273.21%-255.4pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,535 | $4,059-37.5% | $3,782-33.0% | $4,194-39.5% |
| Participant deferral / active EE | $6,089 | $5,538+10.0% | $5,096+19.5% | $6,396-4.8% |
| Admin fee / account holder | $710 | $10,024-92.9% | $9,162-92.3% | $12,562-94.4% |