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 | $52,619 | $157,829-66.7% | $136,867-61.6% | $198,609-73.5% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 20.64% | 51.25%-30.6pp | 42.97%-22.3pp | 202.70%-182.1pp |
| Employer contribution / active EE | $4,452 | $3,923+13.5% | $3,547+25.5% | $5,055-11.9% |
| Participant deferral / active EE | $7,749 | $5,463+41.8% | $4,924+57.4% | $6,977+11.1% |
| Admin fee / account holder | $385 | $11,107-96.5% | $10,340-96.3% | $19,030-98.0% |