Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $57,899 | $55,902+3.6% | $76,030-23.8% | $80,959-28.5% |
| Participation rate | 73.7% | 62.1%+11.6pp | 69.1%+4.6pp | 67.7%+6.0pp |
| Annual return | 19.66% | 20.59%-0.9pp | 361.54%-341.9pp | 35.67%-16.0pp |
| Employer contribution / active EE | $4,286 | $1,867+129.6% | $2,688+59.5% | $2,757+55.4% |
| Participant deferral / active EE | $6,800 | $3,051+122.9% | $4,257+59.7% | $4,300+58.1% |
| Admin fee / account holder | $4,475 | $5,239-14.6% | $6,421-30.3% | $6,925-35.4% |