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 | $61,731 | $110,410-44.1% | $102,437-39.7% | $145,897-57.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.67% | 24.85%-14.2pp | 24.95%-14.3pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,249 | $4,217-46.7% | $3,871-41.9% | $4,663-51.8% |
| Participant deferral / active EE | $13,542 | $5,622+140.9% | $5,060+167.6% | $6,689+102.4% |
| Admin fee / account holder | $4,071 | $9,745-58.2% | $8,388-51.5% | $13,390-69.6% |