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 | $60,002 | $76,696-21.8% | $96,538-37.8% | $71,529-16.1% |
| Participation rate | 92.4% | 66.6%+25.8pp | 74.3%+18.0pp | 67.9%+24.4pp |
| Annual return | 23.89% | 48.32%-24.4pp | 35.74%-11.9pp | 28.97%-5.1pp |
| Employer contribution / active EE | $4,792 | $3,032+58.1% | $3,740+28.1% | $2,590+85.0% |
| Participant deferral / active EE | $11,469 | $3,770+204.2% | $4,880+135.0% | $4,291+167.3% |
| Admin fee / account holder | $580 | $2,030-71.4% | $6,737-91.4% | $1,588-63.5% |