Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $34,039 | $172,111-80.2% | $150,298-77.4% | $137,256-75.2% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 20.26% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,935 | $4,636-58.3% | $4,154-53.4% | $4,156-53.4% |
| Participant deferral / active EE | $4,526 | $6,166-26.6% | $5,453-17.0% | $6,407-29.4% |
| Admin fee / account holder | $418 | $16,471-97.5% | $14,116-97.0% | $12,270-96.6% |