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 | $52,448 | $157,304-66.7% | $141,197-62.9% | $152,909-65.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 39.10% | 64.34%-25.2pp | 71.41%-32.3pp | 345.46%-306.4pp |
| Employer contribution / active EE | $3,544 | $5,263-32.6% | $4,736-25.2% | $4,764-25.6% |
| Participant deferral / active EE | $6,091 | $7,111-14.3% | $6,710-9.2% | $5,851+4.1% |
| Admin fee / account holder | $1,132 | $12,126-90.7% | $10,265-89.0% | $11,601-90.2% |