Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,018 | $172,111-75.0% | $150,298-71.4% | $137,256-68.7% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 20.64% | 69.37%-48.7pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,182 | $4,636-9.8% | $4,154+0.7% | $4,156+0.6% |
| Participant deferral / active EE | $12,682 | $6,166+105.7% | $5,453+132.6% | $6,407+98.0% |
| Admin fee / account holder | $1,878 | $16,471-88.6% | $14,116-86.7% | $12,270-84.7% |