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 | $61,419 | $110,379-44.4% | $102,412-40.0% | $145,884-57.9% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+21.0pp | 80.3%+15.2pp |
| Annual return | 10.95% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $11,881 | $4,216+181.8% | $3,870+207.0% | $4,662+154.8% |
| Participant deferral / active EE | $6,677 | $5,622+18.8% | $5,060+31.9% | $6,690-0.2% |
| Admin fee / account holder | $2,214 | $9,745-77.3% | $8,388-73.6% | $13,392-83.5% |