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 | $63,131 | $211,224-70.1% | $178,505-64.6% | $145,897-56.7% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 12.07% | 30.28%-18.2pp | 27.16%-15.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,504 | $4,577-67.1% | $3,955-62.0% | $4,663-67.7% |
| Participant deferral / active EE | $4,741 | $6,966-31.9% | $6,280-24.5% | $6,689-29.1% |
| Admin fee / account holder | $1,384 | $12,109-88.6% | $10,428-86.7% | $13,390-89.7% |