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 | $42,248 | $135,956-68.9% | $123,894-65.9% | $273,972-84.6% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 65.34% | 56.63%+8.7pp | 47.52%+17.8pp | 41.46%+23.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,851 | $6,343-7.8% | $5,984-2.2% | $5,287+10.7% |
| Admin fee / account holder | $2,568 | $9,817-73.8% | $8,357-69.3% | $10,133-74.7% |