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 | $60,949 | $157,304-61.3% | $141,197-56.8% | $152,909-60.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 21.18% | 64.34%-43.2pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $7,965 | $5,263+51.4% | $4,736+68.2% | $4,764+67.2% |
| Participant deferral / active EE | $7,444 | $7,111+4.7% | $6,710+10.9% | $5,851+27.2% |
| Admin fee / account holder | $2,197 | $12,126-81.9% | $10,265-78.6% | $11,601-81.1% |