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 | $49,833 | $184,014-72.9% | $161,149-69.1% | $138,895-64.1% |
| Participation rate | 72.2% | 82.1%-9.9pp | 78.8%-6.6pp | 79.9%-7.7pp |
| Annual return | 17.29% | 21.52%-4.2pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,839 | $5,055-63.6% | $4,360-57.8% | $4,194-56.2% |
| Participant deferral / active EE | $5,051 | $6,909-26.9% | $6,153-17.9% | $6,396-21.0% |
| Admin fee / account holder | $5,386 | $18,027-70.1% | $15,194-64.6% | $12,562-57.1% |