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 | $64,230 | $86,288-25.6% | $111,306-42.3% | $85,851-25.2% |
| Participation rate | 91.8% | 73.3%+18.5pp | 77.3%+14.5pp | 69.3%+22.5pp |
| Annual return | 15.40% | 19.99%-4.6pp | 54.67%-39.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $2,684 | $2,044+31.3% | $2,732-1.8% | $2,565+4.6% |
| Participant deferral / active EE | $5,769 | $3,641+58.5% | $4,488+28.6% | $3,952+46.0% |
| Admin fee / account holder | $12,158 | $8,189+48.5% | $7,966+52.6% | $6,261+94.2% |