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 | $54,659 | $185,312-70.5% | $161,489-66.2% | $154,746-64.7% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 17.35% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $6,589 | $4,769+38.2% | $4,268+54.4% | $4,379+50.5% |
| Participant deferral / active EE | $9,541 | $6,350+50.3% | $5,630+69.5% | $6,730+41.8% |
| Admin fee / account holder | $21,004 | $18,654+12.6% | $16,006+31.2% | $14,365+46.2% |