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 | $56,004 | $183,627-69.5% | $155,602-64.0% | $145,978-61.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 13.69% | 61.32%-47.6pp | 64.81%-51.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $4,463 | $5,316-16.0% | $4,675-4.5% | $4,662-4.3% |
| Participant deferral / active EE | $4,111 | $6,466-36.4% | $5,629-27.0% | $6,690-38.5% |
| Admin fee / account holder | $1,543 | $19,327-92.0% | $15,923-90.3% | $13,400-88.5% |