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 | $63,893 | $182,442-65.0% | $163,379-60.9% | $138,895-54.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 20.45% | 72.74%-52.3pp | 63.41%-43.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $7,299 | $4,159+75.5% | $3,752+94.5% | $4,194+74.0% |
| Participant deferral / active EE | $7,830 | $6,817+14.9% | $6,282+24.6% | $6,396+22.4% |
| Admin fee / account holder | $2,292 | $10,396-78.0% | $9,818-76.7% | $12,562-81.8% |