Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,064 | $112,099-77.6% | $95,954-73.9% | $158,931-84.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.22% | 171.12%-156.9pp | 91.62%-77.4pp | 302.86%-288.6pp |
| Employer contribution / active EE | $2,329 | $3,198-27.2% | $2,541-8.3% | $4,761-51.1% |
| Participant deferral / active EE | $5,002 | $4,784+4.6% | $4,167+20.0% | $5,982-16.4% |
| Admin fee / account holder | $730 | $10,132-92.8% | $6,796-89.3% | $11,247-93.5% |