Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,988 | $49,177+28.1% | $79,467-20.7% | $64,173-1.8% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.6%+16.6pp |
| Annual return | 8.43% | -1.16%+9.6pp | 718.30%-709.9pp | 7.63%+0.8pp |
| Employer contribution / active EE | $816 | $2,076-60.7% | $2,800-70.9% | $2,381-65.7% |
| Participant deferral / active EE | $4,101 | $2,821+45.3% | $3,704+10.7% | $3,470+18.2% |
| Admin fee / account holder | $14,655 | $3,839+281.7% | $5,104+187.1% | $4,887+199.8% |