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 | $61,133 | $156,398-60.9% | $147,318-58.5% | $138,895-56.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 15.35% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,522 | $4,853-48.0% | $4,593-45.1% | $4,194-39.9% |
| Participant deferral / active EE | $6,250 | $8,237-24.1% | $7,906-21.0% | $6,396-2.3% |
| Admin fee / account holder | $483 | $14,976-96.8% | $13,708-96.5% | $12,562-96.2% |