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 | $47,588 | $185,312-74.3% | $161,489-70.5% | $154,746-69.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 15.94% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,839 | $4,769-40.5% | $4,268-33.5% | $4,379-35.2% |
| Participant deferral / active EE | $10,531 | $6,350+65.8% | $5,630+87.0% | $6,730+56.5% |
| Admin fee / account holder | $23,994 | $18,654+28.6% | $16,006+49.9% | $14,365+67.0% |