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 | $64,139 | $154,228-58.4% | $145,433-55.9% | $137,256-53.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 41.32% | 74.59%-33.3pp | 66.58%-25.3pp | 220.34%-179.0pp |
| Employer contribution / active EE | $2,651 | $4,804-44.8% | $4,554-41.8% | $4,156-36.2% |
| Participant deferral / active EE | $5,261 | $8,216-36.0% | $7,897-33.4% | $6,407-17.9% |
| Admin fee / account holder | $541 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |