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 | $46,754 | $154,228-69.7% | $145,433-67.9% | $137,256-65.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.68% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,356 | $4,804-9.3% | $4,554-4.4% | $4,156+4.8% |
| Participant deferral / active EE | $7,699 | $8,216-6.3% | $7,897-2.5% | $6,407+20.2% |
| Admin fee / account holder | $8,757 | $14,344-38.9% | $13,129-33.3% | $12,270-28.6% |