Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,227 | $211,239-76.7% | $178,528-72.4% | $145,877-66.3% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 13.62% | 30.22%-16.6pp | 27.11%-13.5pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,067 | $4,570-54.8% | $3,950-47.7% | $4,663-55.7% |
| Participant deferral / active EE | $7,014 | $6,963+0.7% | $6,278+11.7% | $6,691+4.8% |
| Admin fee / account holder | $2,910 | $12,095-75.9% | $10,419-72.1% | $13,402-78.3% |