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 | $41,727 | $147,556-71.7% | $129,031-67.7% | $198,609-79.0% |
| Participation rate | 85.7% | 77.2%+8.5pp | 73.4%+12.4pp | 82.4%+3.3pp |
| Annual return | 16.11% | 37.41%-21.3pp | 34.67%-18.6pp | 202.70%-186.6pp |
| Employer contribution / active EE | $2,976 | $3,645-18.3% | $3,226-7.7% | $5,055-41.1% |
| Participant deferral / active EE | $7,603 | $5,760+32.0% | $5,217+45.7% | $6,977+9.0% |
| Admin fee / account holder | $9,247 | $15,467-40.2% | $13,208-30.0% | $19,030-51.4% |