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 | $50,755 | $209,336-75.8% | $197,124-74.3% | $137,256-63.0% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 21.89% | 48.09%-26.2pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $6,110 | $6,591-7.3% | $6,227-1.9% | $4,156+47.0% |
| Participant deferral / active EE | $10,228 | $9,614+6.4% | $9,135+12.0% | $6,407+59.6% |
| Admin fee / account holder | $909 | $17,308-94.7% | $16,298-94.4% | $12,270-92.6% |