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 | $54,298 | $162,136-66.5% | $152,301-64.3% | $154,746-64.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 18.93% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,628 | $4,890-25.8% | $4,624-21.6% | $4,379-17.2% |
| Participant deferral / active EE | $6,771 | $8,341-18.8% | $8,004-15.4% | $6,730+0.6% |
| Admin fee / account holder | $2,946 | $15,759-81.3% | $14,398-79.5% | $14,365-79.5% |