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 | $63,637 | $157,276-59.5% | $141,177-54.9% | $152,885-58.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.08% | 64.33%-45.2pp | 71.40%-52.3pp | 345.39%-326.3pp |
| Employer contribution / active EE | $5,939 | $5,262+12.9% | $4,736+25.4% | $4,763+24.7% |
| Participant deferral / active EE | $11,033 | $7,110+55.2% | $6,710+64.4% | $5,851+88.6% |
| Admin fee / account holder | $2,039 | $12,123-83.2% | $10,263-80.1% | $11,598-82.4% |