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 | $49,755 | $201,344-75.3% | $184,243-73.0% | $145,877-65.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 18.34% | 29.01%-10.7pp | 28.82%-10.5pp | 551.28%-532.9pp |
| Employer contribution / active EE | $7,438 | $7,022+5.9% | $6,427+15.7% | $4,663+59.5% |
| Participant deferral / active EE | $13,120 | $9,807+33.8% | $9,132+43.7% | $6,691+96.1% |
| Admin fee / account holder | $2,748 | $16,382-83.2% | $13,914-80.3% | $13,402-79.5% |