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 | $54,428 | $157,829-65.5% | $136,867-60.2% | $198,609-72.6% |
| Participation rate | 87.5% | 77.2%+10.3pp | 74.5%+13.0pp | 82.4%+5.1pp |
| Annual return | 10.87% | 51.25%-40.4pp | 42.97%-32.1pp | 202.70%-191.8pp |
| Employer contribution / active EE | $3,730 | $3,923-4.9% | $3,547+5.1% | $5,055-26.2% |
| Participant deferral / active EE | $7,908 | $5,463+44.8% | $4,924+60.6% | $6,977+13.4% |
| Admin fee / account holder | $13,395 | $11,107+20.6% | $10,340+29.5% | $19,030-29.6% |