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 | $52,897 | $148,623-64.4% | $135,974-61.1% | $139,466-62.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.36% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,560 | $5,246-51.2% | $4,859-47.3% | $4,754-46.2% |
| Participant deferral / active EE | $7,367 | $8,103-9.1% | $7,760-5.1% | $6,712+9.8% |
| Admin fee / account holder | $749 | $12,406-94.0% | $10,767-93.0% | $11,409-93.4% |