Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $62,135 | $108,897-42.9% | $100,378-38.1% | $145,877-57.4% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 14.71% | 58.17%-43.5pp | 49.41%-34.7pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,606 | $4,420-18.4% | $3,942-8.5% | $4,663-22.7% |
| Participant deferral / active EE | $8,658 | $8,455+2.4% | $8,087+7.1% | $6,691+29.4% |
| Admin fee / account holder | $5,294 | $9,690-45.4% | $7,899-33.0% | $13,402-60.5% |