Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,893 | $111,535-59.7% | $105,223-57.3% | $137,256-67.3% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 80.0%+15.7pp |
| Annual return | 17.97% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,178 | $3,939+6.1% | $3,689+13.3% | $4,156+0.5% |
| Participant deferral / active EE | $3,895 | $5,500-29.2% | $5,072-23.2% | $6,407-39.2% |
| Admin fee / account holder | $573 | $9,721-94.1% | $8,859-93.5% | $12,270-95.3% |