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 | $63,930 | $106,280-39.8% | $96,538-33.8% | $139,487-54.2% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 15.00% | 38.48%-23.5pp | 35.74%-20.7pp | 373.84%-358.8pp |
| Employer contribution / active EE | $8,812 | $4,107+114.5% | $3,740+135.6% | $4,755+85.3% |
| Participant deferral / active EE | $5,313 | $5,457-2.6% | $4,880+8.9% | $6,713-20.9% |
| Admin fee / account holder | $2,444 | $7,888-69.0% | $6,737-63.7% | $11,407-78.6% |