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 | $67,756 | $108,922-37.8% | $100,398-32.5% | $145,978-53.6% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 12.83% | 58.04%-45.2pp | 49.32%-36.5pp | 550.52%-537.7pp |
| Employer contribution / active EE | $4,316 | $4,426-2.5% | $3,946+9.4% | $4,662-7.4% |
| Participant deferral / active EE | $5,017 | $8,450-40.6% | $8,084-37.9% | $6,690-25.0% |
| Admin fee / account holder | $26,207 | $9,680+170.7% | $7,893+232.0% | $13,400+95.6% |