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 | $40,786 | $165,381-75.3% | $149,730-72.8% | $158,966-74.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.50% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.5pp |
| Employer contribution / active EE | $4,467 | $5,104-12.5% | $4,645-3.8% | $4,762-6.2% |
| Participant deferral / active EE | $7,716 | $7,182+7.4% | $6,843+12.8% | $5,983+29.0% |
| Admin fee / account holder | $349 | $10,809-96.8% | $9,310-96.2% | $11,250-96.9% |