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 | $43,386 | $162,136-73.2% | $152,301-71.5% | $154,746-72.0% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 14.71% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,672 | $4,890-45.4% | $4,624-42.2% | $4,379-39.0% |
| Participant deferral / active EE | $7,828 | $8,341-6.1% | $8,004-2.2% | $6,730+16.3% |
| Admin fee / account holder | $502 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |