Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,102 | $180,749-70.1% | $160,784-66.4% | $137,256-60.6% |
| Participation rate | 87.0% | 80.0%+7.0pp | 77.0%+10.0pp | 80.0%+7.0pp |
| Annual return | 20.08% | 2234.46%-2214.4pp | 1803.92%-1783.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,533 | $4,155-39.0% | $3,733-32.1% | $4,156-39.1% |
| Participant deferral / active EE | $7,304 | $6,844+6.7% | $6,293+16.1% | $6,407+14.0% |
| Admin fee / account holder | $1,646 | $10,397-84.2% | $9,717-83.1% | $12,270-86.6% |