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 | $58,950 | $202,342-70.9% | $172,753-65.9% | $152,909-61.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 18.01% | 1029.88%-1011.9pp | 803.00%-785.0pp | 345.46%-327.5pp |
| Employer contribution / active EE | $1,816 | $5,857-69.0% | $5,144-64.7% | $4,764-61.9% |
| Participant deferral / active EE | $8,389 | $5,948+41.0% | $5,198+61.4% | $5,851+43.4% |
| Admin fee / account holder | $2,234 | $17,112-86.9% | $13,956-84.0% | $11,601-80.7% |