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 | $58,458 | $157,296-62.8% | $141,191-58.6% | $152,897-61.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 15.21% | 64.34%-49.1pp | 71.41%-56.2pp | 345.43%-330.2pp |
| Employer contribution / active EE | $3,830 | $5,262-27.2% | $4,736-19.1% | $4,764-19.6% |
| Participant deferral / active EE | $7,167 | $7,111+0.8% | $6,710+6.8% | $5,851+22.5% |
| Admin fee / account holder | $304 | $12,125-97.5% | $10,264-97.0% | $11,599-97.4% |