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 | $62,075 | $77,638-20.0% | $156,551-60.3% | $62,881-1.3% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 6.06% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,431 | $3,444-0.4% | $5,501-37.6% | $2,281+50.4% |
| Participant deferral / active EE | $3,662 | $3,046+20.2% | $4,871-24.8% | $3,203+14.3% |
| Admin fee / account holder | $9,259 | $5,561+66.5% | $13,028-28.9% | $4,296+115.5% |