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 | $58,811 | $183,539-68.0% | $155,556-62.2% | $145,897-59.7% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.3pp | 80.3%-1.7pp |
| Annual return | 9.34% | 61.31%-52.0pp | 64.84%-55.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,215 | $5,315-77.1% | $4,675-74.0% | $4,663-73.9% |
| Participant deferral / active EE | $4,471 | $6,467-30.9% | $5,631-20.6% | $6,689-33.2% |
| Admin fee / account holder | $937 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |