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 | $65,094 | $99,875-34.8% | $146,866-55.7% | $86,983-25.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.3pp | 69.5%+23.3pp |
| Annual return | 19.89% | 28.10%-8.2pp | 102.85%-83.0pp | 25.83%-5.9pp |
| Employer contribution / active EE | $4,294 | $3,224+33.2% | $4,425-3.0% | $2,584+66.1% |
| Participant deferral / active EE | $6,015 | $6,322-4.9% | $7,759-22.5% | $4,194+43.4% |
| Admin fee / account holder | $2,366 | $7,838-69.8% | $13,620-82.6% | $7,856-69.9% |