Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $72,650 | $77,472-6.2% | $100,415-27.7% | $80,959-10.3% |
| Participation rate | 76.9% | 76.9%0pp | 81.5%-4.6pp | 67.7%+9.3pp |
| Annual return | 25.59% | 37.26%-11.7pp | 49.47%-23.9pp | 35.67%-10.1pp |
| Employer contribution / active EE | $4,482 | $2,800+60.1% | $3,943+13.7% | $2,757+62.6% |
| Participant deferral / active EE | $14,644 | $6,818+114.8% | $8,091+81.0% | $4,300+240.5% |
| Admin fee / account holder | $41,138 | $5,885+599.0% | $7,906+420.3% | $6,925+494.0% |