Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,152 | $134,817-53.2% | $123,973-49.1% | $155,188-59.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.7%+8.0pp | 80.8%+3.8pp |
| Annual return | 20.21% | 515.49%-495.3pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $2,422 | $4,425-45.3% | $4,126-41.3% | $4,248-43.0% |
| Participant deferral / active EE | $9,894 | $5,706+73.4% | $5,247+88.6% | $6,531+51.5% |
| Admin fee / account holder | $1,574 | $13,245-88.1% | $11,799-86.7% | $14,480-89.1% |