Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,786 | $176,105-66.6% | $159,474-63.1% | $167,536-64.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.96% | 331.91%-313.0pp | 263.68%-244.7pp | 478.82%-459.9pp |
| Employer contribution / active EE | $4,200 | $5,299-20.7% | $4,831-13.1% | $4,839-13.2% |
| Participant deferral / active EE | $7,629 | $7,751-1.6% | $7,353+3.7% | $6,342+20.3% |
| Admin fee / account holder | $681 | $12,559-94.6% | $10,802-93.7% | $12,315-94.5% |