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 | $41,049 | $154,228-73.4% | $145,433-71.8% | $137,256-70.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 33.04% | 74.59%-41.6pp | 66.58%-33.5pp | 220.34%-187.3pp |
| Employer contribution / active EE | $2,937 | $4,804-38.9% | $4,554-35.5% | $4,156-29.3% |
| Participant deferral / active EE | $11,746 | $8,216+43.0% | $7,897+48.7% | $6,407+83.3% |
| Admin fee / account holder | $2,238 | $14,344-84.4% | $13,129-83.0% | $12,270-81.8% |