Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,591 | $156,398-58.7% | $147,318-56.2% | $138,895-53.5% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 22.51% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,389 | $4,853-50.8% | $4,593-48.0% | $4,194-43.0% |
| Participant deferral / active EE | $5,780 | $8,237-29.8% | $7,906-26.9% | $6,396-9.6% |
| Admin fee / account holder | $495 | $14,976-96.7% | $13,708-96.4% | $12,562-96.1% |