Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,243 | $106,267-42.4% | $96,520-36.5% | $139,456-56.1% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 14.93% | 38.45%-23.5pp | 35.72%-20.8pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,753 | $4,105-57.3% | $3,739-53.1% | $4,753-63.1% |
| Participant deferral / active EE | $3,911 | $5,454-28.3% | $4,879-19.8% | $6,711-41.7% |
| Admin fee / account holder | $2,525 | $7,882-68.0% | $6,733-62.5% | $11,407-77.9% |