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 | $64,154 | $183,539-65.0% | $155,556-58.8% | $145,897-56.0% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 13.44% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $5,191 | $5,315-2.3% | $4,675+11.0% | $4,663+11.3% |
| Participant deferral / active EE | $3,466 | $6,467-46.4% | $5,631-38.4% | $6,689-48.2% |
| Admin fee / account holder | $426 | $19,275-97.8% | $15,885-97.3% | $13,390-96.8% |