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 | $71,140 | $183,592-61.3% | $155,574-54.3% | $145,877-51.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.35% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,283 | $5,317-57.1% | $4,676-51.2% | $4,663-51.0% |
| Participant deferral / active EE | $6,616 | $6,466+2.3% | $5,629+17.5% | $6,691-1.1% |
| Admin fee / account holder | $1,104 | $19,316-94.3% | $15,914-93.1% | $13,402-91.8% |