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 | $61,366 | $58,828+4.3% | $78,002-21.3% | $62,881-2.4% |
| Participation rate | 91.2% | 71.1%+20.1pp | 75.5%+15.7pp | 69.3%+21.9pp |
| Annual return | 13.90% | 17.16%-3.3pp | 425.99%-412.1pp | 20.14%-6.2pp |
| Employer contribution / active EE | $3,765 | $1,672+125.2% | $2,470+52.4% | $2,281+65.1% |
| Participant deferral / active EE | $3,319 | $2,686+23.6% | $3,497-5.1% | $3,203+3.6% |
| Admin fee / account holder | $1,973 | $4,393-55.1% | $5,481-64.0% | $4,296-54.1% |