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 | $46,572 | $196,972-76.4% | $182,262-74.4% | $198,609-76.6% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 21.64% | 158.27%-136.6pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $4,662 | $5,364-13.1% | $5,046-7.6% | $5,055-7.8% |
| Participant deferral / active EE | $11,114 | $8,643+28.6% | $8,276+34.3% | $6,977+59.3% |
| Admin fee / account holder | $1,224 | $18,429-93.4% | $16,712-92.7% | $19,030-93.6% |