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 | $43,703 | $185,312-76.4% | $161,489-72.9% | $154,746-71.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 17.35% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $4,702 | $4,769-1.4% | $4,268+10.2% | $4,379+7.4% |
| Participant deferral / active EE | $7,722 | $6,350+21.6% | $5,630+37.2% | $6,730+14.7% |
| Admin fee / account holder | $1,286 | $18,654-93.1% | $16,006-92.0% | $14,365-91.0% |