Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,163 | $107,666-59.9% | $102,184-57.8% | $154,746-72.1% |
| Participation rate | 93.8% | 83.7%+10.0pp | 82.6%+11.2pp | 80.7%+13.0pp |
| Annual return | 20.68% | 29.33%-8.7pp | 31.58%-10.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,217 | $3,846+9.6% | $3,594+17.3% | $4,379-3.7% |
| Participant deferral / active EE | $6,578 | $8,719-24.6% | $8,309-20.8% | $6,730-2.3% |
| Admin fee / account holder | $2,444 | $12,943-81.1% | $11,609-78.9% | $14,365-83.0% |