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 | $60,114 | $99,875-39.8% | $146,866-59.1% | $86,983-30.9% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.5%+15.8pp |
| Annual return | 19.78% | 28.10%-8.3pp | 102.85%-83.1pp | 25.83%-6.1pp |
| Employer contribution / active EE | $3,974 | $3,224+23.3% | $4,425-10.2% | $2,584+53.8% |
| Participant deferral / active EE | $8,706 | $6,322+37.7% | $7,759+12.2% | $4,194+107.6% |
| Admin fee / account holder | $6,166 | $7,838-21.3% | $13,620-54.7% | $7,856-21.5% |