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 | $64,024 | $165,399-61.3% | $149,745-57.2% | $158,982-59.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.54% | 348.34%-327.8pp | 276.72%-256.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $2,325 | $5,105-54.5% | $4,646-50.0% | $4,763-51.2% |
| Participant deferral / active EE | $8,053 | $7,183+12.1% | $6,843+17.7% | $5,983+34.6% |
| Admin fee / account holder | $841 | $10,811-92.2% | $9,312-91.0% | $11,252-92.5% |