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 | $50,236 | $183,516-72.6% | $155,534-67.7% | $145,884-65.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 11.83% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $5,001 | $5,315-5.9% | $4,675+7.0% | $4,662+7.3% |
| Participant deferral / active EE | $3,015 | $6,467-53.4% | $5,630-46.5% | $6,690-54.9% |
| Admin fee / account holder | $1,809 | $19,293-90.6% | $15,900-88.6% | $13,392-86.5% |