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 | $64,090 | $166,131-61.4% | $164,975-61.2% | $145,877-56.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 13.07% | 100.37%-87.3pp | 70.12%-57.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,954 | $5,276-44.0% | $4,343-32.0% | $4,663-36.6% |
| Participant deferral / active EE | $6,190 | $6,962-11.1% | $6,033+2.6% | $6,691-7.5% |
| Admin fee / account holder | $12,621 | $16,648-24.2% | $12,688-0.5% | $13,402-5.8% |