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 | $62,687 | $127,387-50.8% | $115,038-45.5% | $125,389-50.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 45.72% | 31.28%+14.4pp | 26.14%+19.6pp | 282.24%-236.5pp |
| Employer contribution / active EE | $1,959 | $5,166-62.1% | $4,608-57.5% | $4,866-59.7% |
| Participant deferral / active EE | $7,616 | $6,423+18.6% | $6,026+26.4% | $5,352+42.3% |
| Admin fee / account holder | $2,679 | $9,516-71.8% | $8,175-67.2% | $9,541-71.9% |