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 | $54,012 | $211,288-74.4% | $178,540-69.7% | $145,884-63.0% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 12.83% | 30.27%-17.4pp | 27.15%-14.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $6,815 | $4,574+49.0% | $3,953+72.4% | $4,662+46.2% |
| Participant deferral / active EE | $16,551 | $6,967+137.6% | $6,281+163.5% | $6,690+147.4% |
| Admin fee / account holder | $32,291 | $12,105+166.8% | $10,424+209.8% | $13,392+141.1% |