Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,512 | $123,155-58.2% | $108,753-52.6% | $155,188-66.8% |
| Participation rate | 86.7% | 75.6%+11.0pp | 71.1%+15.6pp | 80.8%+5.9pp |
| Annual return | 14.22% | 44.73%-30.5pp | 37.47%-23.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $5,542 | $2,811+97.1% | $2,427+128.4% | $4,248+30.5% |
| Participant deferral / active EE | $4,266 | $4,623-7.7% | $4,115+3.7% | $6,531-34.7% |
| Admin fee / account holder | $770 | $12,126-93.7% | $10,320-92.5% | $14,480-94.7% |