Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,437 | $111,535-48.5% | $105,223-45.4% | $137,256-58.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 19.67% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $7,748 | $3,939+96.7% | $3,689+110.1% | $4,156+86.4% |
| Participant deferral / active EE | $4,441 | $5,500-19.2% | $5,072-12.4% | $6,407-30.7% |
| Admin fee / account holder | $1,373 | $9,721-85.9% | $8,859-84.5% | $12,270-88.8% |