Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,762 | $148,629-71.2% | $135,982-68.6% | $139,487-69.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 23.67% | 79.33%-55.7pp | 68.32%-44.7pp | 373.84%-350.2pp |
| Employer contribution / active EE | $3,313 | $5,247-36.9% | $4,859-31.8% | $4,755-30.3% |
| Participant deferral / active EE | $7,133 | $8,102-12.0% | $7,760-8.1% | $6,713+6.3% |
| Admin fee / account holder | $1,121 | $12,406-91.0% | $10,767-89.6% | $11,407-90.2% |