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 | $57,177 | $90,674-36.9% | $96,707-40.9% | $82,448-30.7% |
| Participation rate | 77.8% | 75.9%+1.8pp | 80.4%-2.6pp | 68.1%+9.7pp |
| Annual return | 105.31% | 49.05%+56.3pp | 34.78%+70.5pp | 41.64%+63.7pp |
| Employer contribution / active EE | $4,478 | $3,975+12.7% | $4,191+6.8% | $2,551+75.6% |
| Participant deferral / active EE | $10,022 | $5,696+76.0% | $5,997+67.1% | $4,139+142.1% |
| Admin fee / account holder | $13,249 | $7,568+75.1% | $7,503+76.6% | $7,234+83.1% |