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 | $69,582 | $154,365-54.9% | $130,231-46.6% | $139,466-50.1% |
| Participation rate | 86.7% | 79.9%+6.7pp | 76.3%+10.4pp | 80.3%+6.3pp |
| Annual return | 43.35% | 30.53%+12.8pp | 38.86%+4.5pp | 373.66%-330.3pp |
| Employer contribution / active EE | $5,803 | $5,170+12.2% | $4,126+40.6% | $4,754+22.1% |
| Participant deferral / active EE | $11,415 | $8,498+34.3% | $6,799+67.9% | $6,712+70.1% |
| Admin fee / account holder | $5,352 | $9,214-41.9% | $6,020-11.1% | $11,409-53.1% |