Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,474 | $107,666-52.2% | $102,184-49.6% | $154,746-66.7% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.6%-12.6pp | 80.7%-10.7pp |
| Annual return | 20.52% | 29.33%-8.8pp | 31.58%-11.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $4,182 | $3,846+8.7% | $3,594+16.4% | $4,379-4.5% |
| Participant deferral / active EE | $14,972 | $8,719+71.7% | $8,309+80.2% | $6,730+122.5% |
| Admin fee / account holder | $8,399 | $12,943-35.1% | $11,609-27.7% | $14,365-41.5% |