Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,890 | $172,111-78.6% | $150,298-75.5% | $137,256-73.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 22.11% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,548 | $4,636-66.6% | $4,154-62.7% | $4,156-62.7% |
| Participant deferral / active EE | $4,426 | $6,166-28.2% | $5,453-18.8% | $6,407-30.9% |
| Admin fee / account holder | $1,048 | $16,471-93.6% | $14,116-92.6% | $12,270-91.5% |