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 | $111,535-40.7% | $105,223-37.1% | $137,256-51.8% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 12.64% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,523 | $3,939+14.8% | $3,689+22.6% | $4,156+8.8% |
| Participant deferral / active EE | $3,447 | $5,500-37.3% | $5,072-32.0% | $6,407-46.2% |
| Admin fee / account holder | $9,502 | $9,721-2.3% | $8,859+7.3% | $12,270-22.6% |