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 | $54,396 | $71,197-23.6% | $93,669-41.9% | $80,925-32.8% |
| Participation rate | 93.5% | 60.4%+33.1pp | 68.7%+24.8pp | 67.7%+25.8pp |
| Annual return | 39.35% | 11.27%+28.1pp | 133.59%-94.2pp | 35.65%+3.7pp |
| Employer contribution / active EE | $3,190 | $1,565+103.9% | $2,424+31.6% | $2,756+15.7% |
| Participant deferral / active EE | $6,773 | $4,036+67.8% | $4,416+53.4% | $4,299+57.6% |
| Admin fee / account holder | $5,865 | $6,959-15.7% | $8,291-29.3% | $6,940-15.5% |