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 | $14,173 | $108,897-87.0% | $100,378-85.9% | $145,877-90.3% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 11.58% | 58.17%-46.6pp | 49.41%-37.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,301 | $4,420-48.0% | $3,942-41.6% | $4,663-50.7% |
| Participant deferral / active EE | $2,856 | $8,455-66.2% | $8,087-64.7% | $6,691-57.3% |
| Admin fee / account holder | $6,254 | $9,690-35.5% | $7,899-20.8% | $13,402-53.3% |