Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,662 | $124,980-64.3% | $108,359-58.8% | $154,746-71.1% |
| Participation rate | 84.6% | 75.2%+9.4pp | 70.1%+14.5pp | 80.7%+3.9pp |
| Annual return | 17.29% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,354 | $2,851+17.7% | $2,399+39.8% | $4,379-23.4% |
| Participant deferral / active EE | $5,855 | $4,743+23.4% | $4,137+41.5% | $6,730-13.0% |
| Admin fee / account holder | $7,727 | $11,502-32.8% | $9,741-20.7% | $14,365-46.2% |