Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,257 | $183,592-72.6% | $155,567-67.7% | $145,959-65.6% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 13.52% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,035 | $5,315-42.9% | $4,674-35.1% | $4,661-34.9% |
| Participant deferral / active EE | $7,746 | $6,464+19.8% | $5,628+37.6% | $6,689+15.8% |
| Admin fee / account holder | $521 | $19,318-97.3% | $15,916-96.7% | $13,398-96.1% |