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 | $34,691 | $162,136-78.6% | $152,301-77.2% | $154,746-77.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 21.96% | 91.02%-69.1pp | 80.50%-58.5pp | 172.34%-150.4pp |
| Employer contribution / active EE | $2,943 | $4,890-39.8% | $4,624-36.4% | $4,379-32.8% |
| Participant deferral / active EE | $11,270 | $8,341+35.1% | $8,004+40.8% | $6,730+67.4% |
| Admin fee / account holder | $1,060 | $15,759-93.3% | $14,398-92.6% | $14,365-92.6% |