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 | $62,113 | $228,395-72.8% | $185,861-66.6% | $158,982-60.9% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.6pp |
| Annual return | 15.58% | 40.82%-25.2pp | 35.96%-20.4pp | 302.99%-287.4pp |
| Employer contribution / active EE | $5,339 | $4,968+7.5% | $4,088+30.6% | $4,763+12.1% |
| Participant deferral / active EE | $6,610 | $6,417+3.0% | $5,634+17.3% | $5,983+10.5% |
| Admin fee / account holder | $12,675 | $11,869+6.8% | $9,503+33.4% | $11,252+12.7% |