Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $58,273 | $156,398-62.7% | $147,318-60.4% | $138,895-58.0% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 19.66% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $6,459 | $4,853+33.1% | $4,593+40.6% | $4,194+54.0% |
| Participant deferral / active EE | $7,056 | $8,237-14.3% | $7,906-10.8% | $6,396+10.3% |
| Admin fee / account holder | $4,776 | $14,976-68.1% | $13,708-65.2% | $12,562-62.0% |