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 | $59,187 | $175,231-66.2% | $149,696-60.5% | $139,466-57.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.61% | 166.77%-153.2pp | 134.46%-120.8pp | 373.66%-360.1pp |
| Employer contribution / active EE | $5,573 | $5,478+1.7% | $4,821+15.6% | $4,754+17.2% |
| Participant deferral / active EE | $3,000 | $6,521-54.0% | $5,682-47.2% | $6,712-55.3% |
| Admin fee / account holder | $328 | $16,155-98.0% | $13,212-97.5% | $11,409-97.1% |