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 | $55,368 | $166,131-66.7% | $164,975-66.4% | $145,877-62.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 16.62% | 100.37%-83.7pp | 70.12%-53.5pp | 551.28%-534.7pp |
| Employer contribution / active EE | $2,260 | $5,276-57.2% | $4,343-48.0% | $4,663-51.5% |
| Participant deferral / active EE | $5,409 | $6,962-22.3% | $6,033-10.4% | $6,691-19.2% |
| Admin fee / account holder | $3,108 | $16,648-81.3% | $12,688-75.5% | $13,402-76.8% |