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 | $63,541 | $150,447-57.8% | $136,298-53.4% | $147,586-56.9% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 16.04% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,507 | $5,256-52.3% | $4,696-46.6% | $4,876-48.6% |
| Participant deferral / active EE | $5,760 | $6,631-13.1% | $6,247-7.8% | $5,439+5.9% |
| Admin fee / account holder | $621 | $10,906-94.3% | $9,244-93.3% | $10,886-94.3% |