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 | $62,223 | $111,878-44.4% | $93,727-33.6% | $145,897-57.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.11% | 204.28%-194.2pp | 133.83%-123.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,062 | $3,092-65.6% | $2,421-56.1% | $4,663-77.2% |
| Participant deferral / active EE | $1,616 | $4,920-67.2% | $4,417-63.4% | $6,689-75.8% |
| Admin fee / account holder | $451 | $10,256-95.6% | $8,292-94.6% | $13,390-96.6% |