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 | $40,569 | $185,312-78.1% | $161,489-74.9% | $154,746-73.8% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.7%-8.1pp | 80.7%-10.1pp |
| Annual return | 13.91% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,481 | $4,769-69.0% | $4,268-65.3% | $4,379-66.2% |
| Participant deferral / active EE | $5,251 | $6,350-17.3% | $5,630-6.7% | $6,730-22.0% |
| Admin fee / account holder | $1,687 | $18,654-91.0% | $16,006-89.5% | $14,365-88.3% |