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 | $64,268 | $148,629-56.8% | $135,982-52.7% | $139,487-53.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 14.16% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $1,029 | $5,247-80.4% | $4,859-78.8% | $4,755-78.4% |
| Participant deferral / active EE | $6,559 | $8,102-19.0% | $7,760-15.5% | $6,713-2.3% |
| Admin fee / account holder | $715 | $12,406-94.2% | $10,767-93.4% | $11,407-93.7% |