Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,399 | $211,224-76.1% | $178,505-71.8% | $145,897-65.5% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 8.00% | 30.28%-22.3pp | 27.16%-19.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,919 | $4,577-36.2% | $3,955-26.2% | $4,663-37.4% |
| Participant deferral / active EE | $9,352 | $6,966+34.3% | $6,280+48.9% | $6,689+39.8% |
| Admin fee / account holder | $9,665 | $12,109-20.2% | $10,428-7.3% | $13,390-27.8% |