Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,878 | $124,425-55.1% | $112,040-50.1% | $137,256-59.3% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 42.63% | 24.72%+17.9pp | 24.52%+18.1pp | 220.34%-177.7pp |
| Employer contribution / active EE | $4,138 | $3,411+21.3% | $2,954+40.1% | $4,156-0.4% |
| Participant deferral / active EE | $10,064 | $5,718+76.0% | $5,098+97.4% | $6,407+57.1% |
| Admin fee / account holder | $4,345 | $15,207-71.4% | $12,098-64.1% | $12,270-64.6% |