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 | $64,254 | $181,062-64.5% | $158,223-59.4% | $155,188-58.6% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 18.39% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,499 | $4,565-23.3% | $4,109-14.8% | $4,248-17.6% |
| Participant deferral / active EE | $4,302 | $6,134-29.9% | $5,467-21.3% | $6,531-34.1% |
| Admin fee / account holder | $371 | $18,825-98.0% | $16,047-97.7% | $14,480-97.4% |