Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,846 | $134,817-54.1% | $123,973-50.1% | $155,188-60.1% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.7%+8.3pp | 80.8%+4.2pp |
| Annual return | 19.50% | 515.49%-496.0pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $3,348 | $4,425-24.3% | $4,126-18.9% | $4,248-21.2% |
| Participant deferral / active EE | $5,406 | $5,706-5.3% | $5,247+3.0% | $6,531-17.2% |
| Admin fee / account holder | $2,374 | $13,245-82.1% | $11,799-79.9% | $14,480-83.6% |