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 | $31,463 | $185,312-83.0% | $161,489-80.5% | $154,746-79.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.14% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,398 | $4,769-49.7% | $4,268-43.8% | $4,379-45.2% |
| Participant deferral / active EE | $4,760 | $6,350-25.0% | $5,630-15.5% | $6,730-29.3% |
| Admin fee / account holder | $7,024 | $18,654-62.3% | $16,006-56.1% | $14,365-51.1% |