Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,821 | $110,410-36.8% | $102,437-31.8% | $145,897-52.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.03% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,496 | $4,217-40.8% | $3,871-35.5% | $4,663-46.5% |
| Participant deferral / active EE | $2,521 | $5,622-55.2% | $5,060-50.2% | $6,689-62.3% |
| Admin fee / account holder | $786 | $9,745-91.9% | $8,388-90.6% | $13,390-94.1% |