Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,065 | $99,345-70.7% | $84,753-65.7% | $273,972-89.4% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 60.36% | 22.93%+37.4pp | 22.78%+37.6pp | 41.46%+18.9pp |
| Employer contribution / active EE | $2,222 | $4,214-47.3% | $3,574-37.8% | $4,869-54.4% |
| Participant deferral / active EE | $6,737 | $4,270+57.8% | $3,712+81.5% | $5,287+27.4% |
| Admin fee / account holder | $339 | $6,645-94.9% | $5,333-93.6% | $10,133-96.7% |