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 | $56,092 | $125,190-55.2% | $105,624-46.9% | $145,897-61.6% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.8pp | 80.3%-8.9pp |
| Annual return | 10.10% | 225.22%-215.1pp | 116.20%-106.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,017 | $3,720-45.8% | $3,168-36.3% | $4,663-56.7% |
| Participant deferral / active EE | $4,257 | $5,716-25.5% | $5,013-15.1% | $6,689-36.4% |
| Admin fee / account holder | $2,054 | $17,138-88.0% | $10,961-81.3% | $13,390-84.7% |