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 | $58,177 | $63,342-8.2% | $92,236-36.9% | $70,131-17.0% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 24.15% | 530.15%-506.0pp | 176.29%-152.1pp | 73.14%-49.0pp |
| Employer contribution / active EE | $3,095 | $2,471+25.2% | $3,679-15.9% | $2,342+32.1% |
| Participant deferral / active EE | $3,445 | $2,854+20.7% | $3,897-11.6% | $3,332+3.4% |
| Admin fee / account holder | $889 | $3,840-76.9% | $5,194-82.9% | $4,645-80.9% |