Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,531 | $132,634-52.9% | $115,768-46.0% | $137,256-54.4% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.4%+19.4pp | 80.0%+13.8pp |
| Annual return | 11.33% | 160.70%-149.4pp | 100.46%-89.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,086 | $3,360-37.9% | $2,940-29.0% | $4,156-49.8% |
| Participant deferral / active EE | $3,796 | $5,619-32.4% | $4,917-22.8% | $6,407-40.7% |
| Admin fee / account holder | $315 | $15,028-97.9% | $12,439-97.5% | $12,270-97.4% |