Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $68,349 | $108,942-37.3% | $100,415-31.9% | $145,897-53.2% |
| Participation rate | 95.0% | 83.0%+12.0pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 23.39% | 58.27%-34.9pp | 49.47%-26.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $2,137 | $4,422-51.7% | $3,943-45.8% | $4,663-54.2% |
| Participant deferral / active EE | $7,919 | $8,461-6.4% | $8,091-2.1% | $6,689+18.4% |
| Admin fee / account holder | $569 | $9,702-94.1% | $7,906-92.8% | $13,390-95.8% |