Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $49,616 | $165,381-70.0% | $149,730-66.9% | $158,966-68.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 17.32% | 348.29%-331.0pp | 276.70%-259.4pp | 302.95%-285.6pp |
| Employer contribution / active EE | $1,316 | $5,104-74.2% | $4,645-71.7% | $4,762-72.4% |
| Participant deferral / active EE | $4,775 | $7,182-33.5% | $6,843-30.2% | $5,983-20.2% |
| Admin fee / account holder | $325 | $10,809-97.0% | $9,310-96.5% | $11,250-97.1% |