Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,159 | $96,524-46.0% | $75,900-31.3% | $152,909-65.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 23.33% | 33.93%-10.6pp | 30.73%-7.4pp | 345.46%-322.1pp |
| Employer contribution / active EE | $3,491 | $3,311+5.5% | $2,501+39.6% | $4,764-26.7% |
| Participant deferral / active EE | $12,770 | $4,554+180.4% | $3,604+254.4% | $5,851+118.2% |
| Admin fee / account holder | $521 | $8,082-93.6% | $5,421-90.4% | $11,601-95.5% |