Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,555 | $176,105-63.9% | $159,474-60.1% | $167,536-62.1% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.06% | 331.91%-317.8pp | 263.68%-249.6pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,921 | $5,299-63.8% | $4,831-60.2% | $4,839-60.3% |
| Participant deferral / active EE | $13,232 | $7,751+70.7% | $7,353+79.9% | $6,342+108.6% |
| Admin fee / account holder | $9,756 | $12,559-22.3% | $10,802-9.7% | $12,315-20.8% |