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 | $66,950 | $165,351-59.5% | $149,710-55.3% | $158,931-57.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 24.11% | 348.19%-324.1pp | 276.63%-252.5pp | 302.86%-278.8pp |
| Employer contribution / active EE | $1,499 | $5,103-70.6% | $4,645-67.7% | $4,761-68.5% |
| Participant deferral / active EE | $4,657 | $7,181-35.1% | $6,842-31.9% | $5,982-22.1% |
| Admin fee / account holder | $6,345 | $10,807-41.3% | $9,309-31.8% | $11,247-43.6% |