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 | $42,162 | $166,131-74.6% | $164,975-74.4% | $145,877-71.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 12.35% | 100.37%-88.0pp | 70.12%-57.8pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,913 | $5,276-25.8% | $4,343-9.9% | $4,663-16.1% |
| Participant deferral / active EE | $6,110 | $6,962-12.2% | $6,033+1.3% | $6,691-8.7% |
| Admin fee / account holder | $2,383 | $16,648-85.7% | $12,688-81.2% | $13,402-82.2% |