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 | $51,058 | $223,823-77.2% | $211,142-75.8% | $154,746-67.0% |
| Participation rate | 84.6% | 87.9%-3.2pp | 87.3%-2.7pp | 80.7%+3.9pp |
| Annual return | 18.31% | 50.39%-32.1pp | 46.84%-28.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $7,427 | $6,787+9.4% | $6,442+15.3% | $4,379+69.6% |
| Participant deferral / active EE | $12,667 | $9,750+29.9% | $9,284+36.4% | $6,730+88.2% |
| Admin fee / account holder | $7,053 | $19,707-64.2% | $19,076-63.0% | $14,365-50.9% |