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 | $32,612 | $157,296-79.3% | $141,191-76.9% | $152,897-78.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 24.78% | 64.34%-39.6pp | 71.41%-46.6pp | 345.43%-320.7pp |
| Employer contribution / active EE | $8,887 | $5,262+68.9% | $4,736+87.7% | $4,764+86.6% |
| Participant deferral / active EE | $4,774 | $7,111-32.9% | $6,710-28.8% | $5,851-18.4% |
| Admin fee / account holder | $678 | $12,125-94.4% | $10,264-93.4% | $11,599-94.2% |