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 | $130,570 | $152,619-14.4% | $125,195+4.3% | $152,909-14.6% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 18.37% | 54.85%-36.5pp | 43.79%-25.4pp | 345.46%-327.1pp |
| Employer contribution / active EE | $2,156 | $4,947-56.4% | $3,866-44.2% | $4,764-54.7% |
| Participant deferral / active EE | $8,074 | $5,869+37.6% | $4,937+63.5% | $5,851+38.0% |
| Admin fee / account holder | $928 | $13,437-93.1% | $9,704-90.4% | $11,601-92.0% |