Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,185 | $93,617-40.0% | $135,982-58.7% | $75,177-25.3% |
| Participation rate | 75.7% | 75.2%+0.5pp | 81.9%-6.2pp | 67.2%+8.5pp |
| Annual return | 29.22% | 30.89%-1.7pp | 68.32%-39.1pp | 160.75%-131.5pp |
| Employer contribution / active EE | $5,008 | $3,538+41.5% | $4,859+3.1% | $2,671+87.5% |
| Participant deferral / active EE | $11,360 | $6,406+77.3% | $7,760+46.4% | $4,126+175.3% |
| Admin fee / account holder | $1,089 | $6,980-84.4% | $10,767-89.9% | $5,651-80.7% |