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 | $56,219 | $213,785-73.7% | $185,441-69.7% | $155,188-63.8% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 17.31% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,225 | $5,393-58.7% | $4,672-52.4% | $4,248-47.6% |
| Participant deferral / active EE | $3,718 | $6,864-45.8% | $6,152-39.6% | $6,531-43.1% |
| Admin fee / account holder | $3,635 | $21,134-82.8% | $17,890-79.7% | $14,480-74.9% |