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 | $62,432 | $201,344-69.0% | $184,243-66.1% | $145,877-57.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 10.44% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,928 | $9,807-59.9% | $9,132-57.0% | $6,691-41.3% |
| Admin fee / account holder | $19,758 | $16,382+20.6% | $13,914+42.0% | $13,402+47.4% |