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 | $66,149 | $129,737-49.0% | $119,126-44.5% | $154,746-57.3% |
| Participation rate | 94.4% | 78.9%+15.6pp | 75.8%+18.7pp | 80.7%+13.7pp |
| Annual return | 12.64% | 379.08%-366.4pp | 282.11%-269.5pp | 172.34%-159.7pp |
| Employer contribution / active EE | $4,523 | $4,375+3.4% | $4,034+12.1% | $4,379+3.3% |
| Participant deferral / active EE | $3,447 | $5,842-41.0% | $5,318-35.2% | $6,730-48.8% |
| Admin fee / account holder | $9,502 | $11,961-20.6% | $10,693-11.1% | $14,365-33.9% |