Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,774 | $99,875-50.2% | $146,866-66.1% | $86,983-42.8% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 21.11% | 28.10%-7.0pp | 102.85%-81.7pp | 25.83%-4.7pp |
| Employer contribution / active EE | $4,989 | $3,224+54.7% | $4,425+12.7% | $2,584+93.0% |
| Participant deferral / active EE | $13,142 | $6,322+107.9% | $7,759+69.4% | $4,194+213.4% |
| Admin fee / account holder | $5,674 | $7,838-27.6% | $13,620-58.3% | $7,856-27.8% |