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 | $61,394 | $178,174-65.5% | $156,181-60.7% | $137,256-55.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 14.63% | 84.19%-69.6pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,001 | $4,972+20.7% | $4,294+39.7% | $4,156+44.4% |
| Participant deferral / active EE | $2,132 | $6,888-69.1% | $6,132-65.2% | $6,407-66.7% |
| Admin fee / account holder | $3,337 | $17,404-80.8% | $14,586-77.1% | $12,270-72.8% |