Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,127 | $201,372-68.7% | $184,260-65.7% | $145,884-56.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 37.37% | 29.04%+8.3pp | 28.84%+8.5pp | 551.85%-514.5pp |
| Employer contribution / active EE | $9,085 | $7,024+29.4% | $6,427+41.3% | $4,662+94.9% |
| Participant deferral / active EE | $17,945 | $9,808+83.0% | $9,133+96.5% | $6,690+168.3% |
| Admin fee / account holder | $393 | $16,362-97.6% | $13,898-97.2% | $13,392-97.1% |