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 | $70,917 | $148,623-52.3% | $135,974-47.8% | $139,466-49.2% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 28.36% | 79.30%-50.9pp | 68.30%-39.9pp | 373.66%-345.3pp |
| Employer contribution / active EE | $7,914 | $5,246+50.8% | $4,859+62.9% | $4,754+66.5% |
| Participant deferral / active EE | $8,340 | $8,103+2.9% | $7,760+7.5% | $6,712+24.3% |
| Admin fee / account holder | $2,071 | $12,406-83.3% | $10,767-80.8% | $11,409-81.9% |