Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,318 | $166,131-76.3% | $164,975-76.2% | $145,877-73.0% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 11.58% | 100.37%-88.8pp | 70.12%-58.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,882 | $5,276-45.4% | $4,343-33.6% | $4,663-38.2% |
| Participant deferral / active EE | $8,181 | $6,962+17.5% | $6,033+35.6% | $6,691+22.3% |
| Admin fee / account holder | $924 | $16,648-94.4% | $12,688-92.7% | $13,402-93.1% |