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 | $41,405 | $135,956-69.5% | $123,894-66.6% | $273,972-84.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.46% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $5,170 | $5,1700% | $4,617+12.0% | $4,869+6.2% |
| Participant deferral / active EE | $8,155 | $6,343+28.6% | $5,984+36.3% | $5,287+54.2% |
| Admin fee / account holder | $3,480 | $9,817-64.6% | $8,357-58.4% | $10,133-65.7% |