Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,538 | $183,516-69.2% | $155,534-63.6% | $145,884-61.2% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 9.86% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,870 | $5,315-46.0% | $4,675-38.6% | $4,662-38.4% |
| Participant deferral / active EE | $4,663 | $6,467-27.9% | $5,630-17.2% | $6,690-30.3% |
| Admin fee / account holder | $448 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |