Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,357 | $202,440-66.7% | $169,390-60.2% | $139,466-51.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.2%+7.4pp | 80.3%+4.3pp |
| Annual return | 16.67% | 532.36%-515.7pp | 406.07%-389.4pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,652 | $4,693-43.5% | $4,013-33.9% | $4,754-44.2% |
| Participant deferral / active EE | $11,139 | $6,940+60.5% | $6,222+79.0% | $6,712+66.0% |
| Admin fee / account holder | $514 | $10,722-95.2% | $9,015-94.3% | $11,409-95.5% |