Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,990 | $155,555-67.2% | $146,866-65.3% | $155,188-67.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 18.77% | 115.41%-96.6pp | 102.85%-84.1pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,483 | $4,647-25.0% | $4,425-21.3% | $4,248-18.0% |
| Participant deferral / active EE | $7,438 | $8,044-7.5% | $7,759-4.1% | $6,531+13.9% |
| Admin fee / account holder | $486 | $14,755-96.7% | $13,620-96.4% | $14,480-96.6% |