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 | $55,878 | $138,312-59.6% | $122,979-54.6% | $155,188-64.0% |
| Participation rate | 92.9% | 80.2%+12.7pp | 77.2%+15.7pp | 80.8%+12.1pp |
| Annual return | 42.63% | 22.06%+20.6pp | 20.12%+22.5pp | 148.84%-106.2pp |
| Employer contribution / active EE | $4,138 | $3,530+17.2% | $3,062+35.1% | $4,248-2.6% |
| Participant deferral / active EE | $10,064 | $5,592+80.0% | $5,003+101.2% | $6,531+54.1% |
| Admin fee / account holder | $4,345 | $15,089-71.2% | $12,864-66.2% | $14,480-70.0% |