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 | $58,757 | $166,268-64.7% | $165,100-64.4% | $145,897-59.7% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.0pp |
| Annual return | 11.88% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,966 | $5,284-43.9% | $4,348-31.8% | $4,663-36.4% |
| Participant deferral / active EE | $8,228 | $6,964+18.1% | $6,035+36.3% | $6,689+23.0% |
| Admin fee / account holder | $1,844 | $16,659-88.9% | $12,696-85.5% | $13,390-86.2% |