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 | $57,872 | $209,422-72.4% | $178,503-67.6% | $158,982-63.6% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 12.27% | 188.81%-176.5pp | 151.12%-138.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $3,363 | $5,707-41.1% | $5,011-32.9% | $4,763-29.4% |
| Participant deferral / active EE | $5,587 | $5,955-6.2% | $5,202+7.4% | $5,983-6.6% |
| Admin fee / account holder | $6,361 | $17,079-62.8% | $13,987-54.5% | $11,252-43.5% |