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 | $50,334 | $165,381-69.6% | $149,730-66.4% | $158,966-68.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.27% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $4,076 | $5,104-20.1% | $4,645-12.3% | $4,762-14.4% |
| Participant deferral / active EE | $7,033 | $7,182-2.1% | $6,843+2.8% | $5,983+17.5% |
| Admin fee / account holder | $430 | $10,809-96.0% | $9,310-95.4% | $11,250-96.2% |