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 | $62,482 | $183,516-66.0% | $155,534-59.8% | $145,884-57.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.16% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,334 | $5,315-74.9% | $4,675-71.5% | $4,662-71.4% |
| Participant deferral / active EE | $4,614 | $6,467-28.6% | $5,630-18.0% | $6,690-31.0% |
| Admin fee / account holder | $7,207 | $19,293-62.6% | $15,900-54.7% | $13,392-46.2% |