Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,229 | $181,062-79.4% | $158,223-76.5% | $155,188-76.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 19.23% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $8,240 | $4,565+80.5% | $4,109+100.5% | $4,248+94.0% |
| Participant deferral / active EE | $4,618 | $6,134-24.7% | $5,467-15.5% | $6,531-29.3% |
| Admin fee / account holder | $432 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |