Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,891 | $115,917-63.0% | $100,535-57.3% | $158,982-73.0% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 18.62% | 34.80%-16.2pp | 30.90%-12.3pp | 302.99%-284.4pp |
| Employer contribution / active EE | $4,773 | $4,105+16.3% | $3,419+39.6% | $4,763+0.2% |
| Participant deferral / active EE | $7,672 | $6,677+14.9% | $6,271+22.3% | $5,983+28.2% |
| Admin fee / account holder | $1,801 | $11,002-83.6% | $8,085-77.7% | $11,252-84.0% |