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 | $52,816 | $183,592-71.2% | $155,574-66.1% | $145,877-63.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.87% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $5,372 | $5,317+1.0% | $4,676+14.9% | $4,663+15.2% |
| Participant deferral / active EE | $4,207 | $6,466-34.9% | $5,629-25.3% | $6,691-37.1% |
| Admin fee / account holder | $1,143 | $19,316-94.1% | $15,914-92.8% | $13,402-91.5% |