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 | $55,182 | $223,823-75.3% | $211,142-73.9% | $154,746-64.3% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 19.49% | 50.39%-30.9pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $16,173 | $6,787+138.3% | $6,442+151.0% | $4,379+269.3% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,215 | $19,707-27.9% | $19,076-25.5% | $14,365-1.0% |