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 | $39,489 | $99,652-60.4% | $78,778-49.9% | $147,585-73.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 17.56% | 47.28%-29.7pp | 35.62%-18.1pp | 578.58%-561.0pp |
| Employer contribution / active EE | $2,573 | $2,796-8.0% | $1,986+29.6% | $4,876-47.2% |
| Participant deferral / active EE | $1,502 | $3,664-59.0% | $2,958-49.2% | $5,439-72.4% |
| Admin fee / account holder | $6,637 | $7,155-7.2% | $5,134+29.3% | $10,886-39.0% |