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 | $51,150 | $106,749-52.1% | $145,433-64.8% | $82,448-38.0% |
| Participation rate | 77.4% | 75.6%+1.8pp | 82.1%-4.7pp | 68.1%+9.4pp |
| Annual return | 18.51% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,655 | $3,444+6.1% | $4,554-19.7% | $2,551+43.3% |
| Participant deferral / active EE | $7,072 | $6,519+8.5% | $7,897-10.5% | $4,139+70.8% |
| Admin fee / account holder | $861 | $8,390-89.7% | $13,129-93.4% | $7,234-88.1% |