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 | $46,552 | $183,592-74.6% | $155,574-70.1% | $145,877-68.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 23.23% | 61.37%-38.1pp | 64.87%-41.6pp | 551.28%-528.1pp |
| Employer contribution / active EE | $3,098 | $5,317-41.7% | $4,676-33.7% | $4,663-33.6% |
| Participant deferral / active EE | $7,713 | $6,466+19.3% | $5,629+37.0% | $6,691+15.3% |
| Admin fee / account holder | $1,596 | $19,316-91.7% | $15,914-90.0% | $13,402-88.1% |