Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,101 | $201,372-75.1% | $184,260-72.8% | $145,884-65.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 14.70% | 29.04%-14.3pp | 28.84%-14.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,311 | $7,024-67.1% | $6,427-64.0% | $4,662-50.4% |
| Participant deferral / active EE | $3,580 | $9,808-63.5% | $9,133-60.8% | $6,690-46.5% |
| Admin fee / account holder | $411 | $16,362-97.5% | $13,898-97.0% | $13,392-96.9% |