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 | $51,362 | $156,398-67.2% | $147,318-65.1% | $138,895-63.0% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.6pp | 79.9%+6.7pp |
| Annual return | 12.74% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,550 | $4,853-68.1% | $4,593-66.3% | $4,194-63.1% |
| Participant deferral / active EE | $3,656 | $8,237-55.6% | $7,906-53.8% | $6,396-42.8% |
| Admin fee / account holder | $57,032 | $14,976+280.8% | $13,708+316.1% | $12,562+354.0% |