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 | $54,993 | $183,539-70.0% | $155,556-64.6% | $145,897-62.3% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 8.94% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,872 | $5,315-64.8% | $4,675-60.0% | $4,663-59.8% |
| Participant deferral / active EE | $2,255 | $6,467-65.1% | $5,631-60.0% | $6,689-66.3% |
| Admin fee / account holder | $1,882 | $19,275-90.2% | $15,885-88.1% | $13,390-85.9% |