Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,469 | $174,379-75.6% | $152,093-72.1% | $138,895-69.4% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 17.18% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,858 | $4,652-60.1% | $4,175-55.5% | $4,194-55.7% |
| Participant deferral / active EE | $4,133 | $6,159-32.9% | $5,451-24.2% | $6,396-35.4% |
| Admin fee / account holder | $65,662 | $16,880+289.0% | $14,497+352.9% | $12,562+422.7% |