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 | $62,546 | $108,912-42.6% | $100,383-37.7% | $145,959-57.1% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.9pp | 80.3%+2.1pp |
| Annual return | 12.46% | 57.96%-45.5pp | 49.26%-36.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,592 | $4,423-18.8% | $3,944-8.9% | $4,661-22.9% |
| Participant deferral / active EE | $7,473 | $8,451-11.6% | $8,086-7.6% | $6,689+11.7% |
| Admin fee / account holder | $621 | $9,690-93.6% | $7,900-92.1% | $13,398-95.4% |