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 | $76,858 | $48,337+59.0% | $67,560+13.8% | $80,959-5.1% |
| Participation rate | 73.0% | 66.4%+6.5pp | 72.9%0pp | 67.7%+5.3pp |
| Annual return | 13.26% | 18.26%-5.0pp | 3533.50%-3520.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,668 | $2,023+81.4% | $2,737+34.0% | $2,757+33.0% |
| Participant deferral / active EE | $4,977 | $2,928+70.0% | $4,004+24.3% | $4,300+15.7% |
| Admin fee / account holder | $10,119 | $3,695+173.8% | $3,994+153.4% | $6,925+46.1% |