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 | $30,366 | $183,516-83.5% | $155,534-80.5% | $145,884-79.2% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 9.41% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,091 | $5,315-79.5% | $4,675-76.7% | $4,662-76.6% |
| Participant deferral / active EE | $2,019 | $6,467-68.8% | $5,630-64.1% | $6,690-69.8% |
| Admin fee / account holder | $10,502 | $19,293-45.6% | $15,900-33.9% | $13,392-21.6% |