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 | $51,781 | $48,327+7.1% | $67,575-23.4% | $80,935-36.0% |
| Participation rate | 75.3% | 66.4%+8.9pp | 72.9%+2.4pp | 67.7%+7.6pp |
| Annual return | 20.68% | 18.31%+2.4pp | 3528.98%-3508.3pp | 35.66%-15.0pp |
| Employer contribution / active EE | $1,096 | $2,022-45.8% | $2,736-59.9% | $2,757-60.2% |
| Participant deferral / active EE | $4,190 | $2,927+43.1% | $4,003+4.6% | $4,299-2.6% |
| Admin fee / account holder | $6,178 | $3,692+67.3% | $3,993+54.7% | $6,924-10.8% |