Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,390 | $217,427-70.8% | $185,837-65.9% | $167,518-62.2% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 12.51% | 148.39%-135.9pp | 122.08%-109.6pp | 478.71%-466.2pp |
| Employer contribution / active EE | $1,822 | $5,874-69.0% | $5,168-64.8% | $4,838-62.3% |
| Participant deferral / active EE | $4,400 | $6,357-30.8% | $5,568-21.0% | $6,342-30.6% |
| Admin fee / account holder | $802 | $19,816-96.0% | $16,241-95.1% | $12,312-93.5% |