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 | $39,107 | $139,948-72.1% | $121,663-67.9% | $154,746-74.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 18.45% | 230.52%-212.1pp | 147.54%-129.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,377 | $3,521-4.1% | $3,020+11.8% | $4,379-22.9% |
| Participant deferral / active EE | $7,398 | $5,629+31.4% | $4,887+51.4% | $6,730+9.9% |
| Admin fee / account holder | $3,410 | $17,321-80.3% | $14,289-76.1% | $14,365-76.3% |