Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $78,304 | $71,208+10.0% | $93,681-16.4% | $80,911-3.2% |
| Participation rate | 73.3% | 60.4%+12.9pp | 68.7%+4.6pp | 67.6%+5.7pp |
| Annual return | 18.15% | 11.27%+6.9pp | 133.47%-115.3pp | 35.63%-17.5pp |
| Employer contribution / active EE | $3,270 | $1,564+109.0% | $2,422+35.0% | $2,756+18.6% |
| Participant deferral / active EE | $6,035 | $4,035+49.6% | $4,415+36.7% | $4,297+40.4% |
| Admin fee / account holder | $5,371 | $6,951-22.7% | $8,290-35.2% | $6,935-22.6% |