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 | $61,704 | $156,398-60.5% | $147,318-58.1% | $138,895-55.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 22.53% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $3,841 | $4,853-20.9% | $4,593-16.4% | $4,194-8.4% |
| Participant deferral / active EE | $17,348 | $8,237+110.6% | $7,906+119.4% | $6,396+171.2% |
| Admin fee / account holder | $366 | $14,976-97.6% | $13,708-97.3% | $12,562-97.1% |