Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $37,923 | $129,737-70.8% | $119,126-68.2% | $154,746-75.5% |
| Participation rate | 78.6% | 78.9%-0.3pp | 75.8%+2.8pp | 80.7%-2.1pp |
| Annual return | 19.80% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,039 | $4,375-53.4% | $4,034-49.4% | $4,379-53.4% |
| Participant deferral / active EE | $5,771 | $5,842-1.2% | $5,318+8.5% | $6,730-14.2% |
| Admin fee / account holder | $566 | $11,961-95.3% | $10,693-94.7% | $14,365-96.1% |