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 | $70,686 | $148,582-52.4% | $135,942-48.0% | $139,456-49.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.74% | 79.26%-58.5pp | 68.28%-47.5pp | 373.45%-352.7pp |
| Employer contribution / active EE | $3,046 | $5,245-41.9% | $4,858-37.3% | $4,753-35.9% |
| Participant deferral / active EE | $7,541 | $8,101-6.9% | $7,759-2.8% | $6,711+12.4% |
| Admin fee / account holder | $353 | $12,402-97.2% | $10,764-96.7% | $11,407-96.9% |