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 | $69,296 | $172,111-59.7% | $150,298-53.9% | $137,256-49.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 13.30% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,155 | $4,636-10.4% | $4,1540% | $4,1560% |
| Participant deferral / active EE | $4,584 | $6,166-25.7% | $5,453-15.9% | $6,407-28.5% |
| Admin fee / account holder | $33,623 | $16,471+104.1% | $14,116+138.2% | $12,270+174.0% |