Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,653 | $77,472-15.3% | $100,415-34.6% | $80,959-18.9% |
| Participation rate | 85.1% | 76.9%+8.1pp | 81.5%+3.6pp | 67.7%+17.4pp |
| Annual return | 32.54% | 37.26%-4.7pp | 49.47%-16.9pp | 35.67%-3.1pp |
| Employer contribution / active EE | $5,338 | $2,800+90.6% | $3,943+35.4% | $2,757+93.6% |
| Participant deferral / active EE | $11,688 | $6,818+71.4% | $8,091+44.4% | $4,300+171.8% |
| Admin fee / account holder | $3,613 | $5,885-38.6% | $7,906-54.3% | $6,925-47.8% |