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 | $37,178 | $202,342-81.6% | $172,752-78.5% | $152,897-75.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 12.52% | 1029.83%-1017.3pp | 802.97%-790.5pp | 345.43%-332.9pp |
| Employer contribution / active EE | $2,107 | $5,858-64.0% | $5,144-59.0% | $4,764-55.8% |
| Participant deferral / active EE | $5,016 | $5,948-15.7% | $5,198-3.5% | $5,851-14.3% |
| Admin fee / account holder | $12,440 | $17,111-27.3% | $13,955-10.9% | $11,599+7.2% |