Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,855 | $135,956-80.2% | $123,894-78.3% | $273,972-90.2% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 11.50% | 56.63%-45.1pp | 47.52%-36.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $4,738 | $5,170-8.3% | $4,617+2.6% | $4,869-2.7% |
| Participant deferral / active EE | $4,443 | $6,343-30.0% | $5,984-25.8% | $5,287-16.0% |
| Admin fee / account holder | $3,197 | $9,817-67.4% | $8,357-61.7% | $10,133-68.4% |