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 | $47,811 | $162,136-70.5% | $152,301-68.6% | $154,746-69.1% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 18.55% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $4,567 | $4,890-6.6% | $4,624-1.2% | $4,379+4.3% |
| Participant deferral / active EE | $8,480 | $8,341+1.7% | $8,004+6.0% | $6,730+26.0% |
| Admin fee / account holder | $2,175 | $15,759-86.2% | $14,398-84.9% | $14,365-84.9% |