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 | $58,008 | $172,111-66.3% | $150,298-61.4% | $137,256-57.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 29.33% | 69.37%-40.0pp | 62.79%-33.5pp | 220.34%-191.0pp |
| Employer contribution / active EE | $2,960 | $4,636-36.2% | $4,154-28.7% | $4,156-28.8% |
| Participant deferral / active EE | $12,816 | $6,166+107.9% | $5,453+135.0% | $6,407+100.0% |
| Admin fee / account holder | $595 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |