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 | $68,743 | $148,623-53.7% | $135,974-49.4% | $139,466-50.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.26% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $2,902 | $5,246-44.7% | $4,859-40.3% | $4,754-38.9% |
| Participant deferral / active EE | $6,123 | $8,103-24.4% | $7,760-21.1% | $6,712-8.8% |
| Admin fee / account holder | $23,201 | $12,406+87.0% | $10,767+115.5% | $11,409+103.4% |