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 | $61,634 | $175,231-64.8% | $149,696-58.8% | $139,466-55.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.54% | 166.77%-152.2pp | 134.46%-119.9pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,589 | $5,478-71.0% | $4,821-67.0% | $4,754-66.6% |
| Participant deferral / active EE | $4,713 | $6,521-27.7% | $5,682-17.0% | $6,712-29.8% |
| Admin fee / account holder | $7,562 | $16,155-53.2% | $13,212-42.8% | $11,409-33.7% |