Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,925 | $77,523-20.1% | $100,383-38.3% | $80,874-23.4% |
| Participation rate | 75.9% | 77.0%-1.1pp | 81.5%-5.6pp | 67.6%+8.2pp |
| Annual return | 19.81% | 37.21%-17.4pp | 49.26%-29.5pp | 35.62%-15.8pp |
| Employer contribution / active EE | $4,029 | $2,801+43.8% | $3,944+2.2% | $2,756+46.2% |
| Participant deferral / active EE | $9,742 | $6,822+42.8% | $8,086+20.5% | $4,297+126.7% |
| Admin fee / account holder | $813 | $5,899-86.2% | $7,900-89.7% | $6,935-88.3% |