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 | $42,837 | $155,555-72.5% | $146,866-70.8% | $155,188-72.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 11.91% | 115.41%-103.5pp | 102.85%-90.9pp | 148.84%-136.9pp |
| Employer contribution / active EE | $4,507 | $4,647-3.0% | $4,425+1.8% | $4,248+6.1% |
| Participant deferral / active EE | $11,664 | $8,044+45.0% | $7,759+50.3% | $6,531+78.6% |
| Admin fee / account holder | $30,017 | $14,755+103.4% | $13,620+120.4% | $14,480+107.3% |