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 | $50,299 | $123,155-59.2% | $108,753-53.7% | $155,188-67.6% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 9.37% | 44.73%-35.4pp | 37.47%-28.1pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,435 | $2,811-48.9% | $2,427-40.9% | $4,248-66.2% |
| Participant deferral / active EE | $2,623 | $4,623-43.3% | $4,115-36.3% | $6,531-59.8% |
| Admin fee / account holder | $17,367 | $12,126+43.2% | $10,320+68.3% | $14,480+19.9% |