Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $87,060 | $93,589-7.0% | $135,942-36.0% | $75,181+15.8% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 32.49% | 30.90%+1.6pp | 68.28%-35.8pp | 160.69%-128.2pp |
| Employer contribution / active EE | $4,869 | $3,537+37.6% | $4,858+0.2% | $2,671+82.3% |
| Participant deferral / active EE | $11,849 | $6,405+85.0% | $7,759+52.7% | $4,126+187.2% |
| Admin fee / account holder | $1,812 | $6,977-74.0% | $10,764-83.2% | $5,650-67.9% |