Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,514 | $148,623-72.1% | $135,974-69.5% | $139,466-70.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 20.16% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $3,788 | $5,246-27.8% | $4,859-22.0% | $4,754-20.3% |
| Participant deferral / active EE | $7,799 | $8,103-3.8% | $7,760+0.5% | $6,712+16.2% |
| Admin fee / account holder | $4,654 | $12,406-62.5% | $10,767-56.8% | $11,409-59.2% |