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 | $53,078 | $53,127-0.1% | $86,597-38.7% | $70,131-24.3% |
| Participation rate | 95.1% | 65.3%+29.8pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 16.05% | 27.66%-11.6pp | 964.96%-948.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,423 | $2,068+65.5% | $2,840+20.5% | $2,342+46.1% |
| Participant deferral / active EE | $5,072 | $2,696+88.1% | $3,609+40.5% | $3,332+52.2% |
| Admin fee / account holder | $4,508 | $3,585+25.7% | $4,906-8.1% | $4,645-3.0% |