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 | $63,667 | $162,136-60.7% | $152,301-58.2% | $154,746-58.9% |
| Participation rate | 72.2% | 84.1%-11.9pp | 82.4%-10.2pp | 80.7%-8.5pp |
| Annual return | 18.24% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,881 | $4,890-61.5% | $4,624-59.3% | $4,379-57.0% |
| Participant deferral / active EE | $2,674 | $8,341-67.9% | $8,004-66.6% | $6,730-60.3% |
| Admin fee / account holder | $594 | $15,759-96.2% | $14,398-95.9% | $14,365-95.9% |