Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $55,045 | $148,629-63.0% | $135,982-59.5% | $139,487-60.5% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 18.33% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $8,737 | $5,247+66.5% | $4,859+79.8% | $4,755+83.8% |
| Participant deferral / active EE | $6,596 | $8,102-18.6% | $7,760-15.0% | $6,713-1.7% |
| Admin fee / account holder | $730 | $12,406-94.1% | $10,767-93.2% | $11,407-93.6% |