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 | $52,542 | $162,136-67.6% | $152,301-65.5% | $154,746-66.0% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 18.51% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $4,875 | $4,890-0.3% | $4,624+5.4% | $4,379+11.3% |
| Participant deferral / active EE | $11,238 | $8,341+34.7% | $8,004+40.4% | $6,730+67.0% |
| Admin fee / account holder | $11,144 | $15,759-29.3% | $14,398-22.6% | $14,365-22.4% |