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 | $59,703 | $106,749-44.1% | $145,433-58.9% | $82,448-27.6% |
| Participation rate | 78.9% | 75.6%+3.2pp | 82.1%-3.2pp | 68.1%+10.8pp |
| Annual return | 44.00% | 27.59%+16.4pp | 66.58%-22.6pp | 41.64%+2.4pp |
| Employer contribution / active EE | $7,527 | $3,444+118.5% | $4,554+65.3% | $2,551+195.1% |
| Participant deferral / active EE | $10,603 | $6,519+62.7% | $7,897+34.3% | $4,139+156.2% |
| Admin fee / account holder | $7,075 | $8,390-15.7% | $13,129-46.1% | $7,234-2.2% |