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 | $44,305 | $148,629-70.2% | $135,982-67.4% | $139,487-68.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 23.02% | 79.33%-56.3pp | 68.32%-45.3pp | 373.84%-350.8pp |
| Employer contribution / active EE | $2,659 | $5,247-49.3% | $4,859-45.3% | $4,755-44.1% |
| Participant deferral / active EE | $3,270 | $8,102-59.6% | $7,760-57.9% | $6,713-51.3% |
| Admin fee / account holder | $1,895 | $12,406-84.7% | $10,767-82.4% | $11,407-83.4% |