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 | $59,528 | $183,516-67.6% | $155,534-61.7% | $145,884-59.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 11.91% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $4,326 | $5,315-18.6% | $4,675-7.5% | $4,662-7.2% |
| Participant deferral / active EE | $4,570 | $6,467-29.3% | $5,630-18.8% | $6,690-31.7% |
| Admin fee / account holder | $877 | $19,293-95.5% | $15,900-94.5% | $13,392-93.5% |