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 | $66,980 | $165,361-59.5% | $149,715-55.3% | $158,950-57.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 10.63% | 348.24%-337.6pp | 276.66%-266.0pp | 302.91%-292.3pp |
| Employer contribution / active EE | $1,614 | $5,103-68.4% | $4,645-65.2% | $4,762-66.1% |
| Participant deferral / active EE | $4,217 | $7,182-41.3% | $6,842-38.4% | $5,983-29.5% |
| Admin fee / account holder | $13,395 | $10,808+23.9% | $9,310+43.9% | $11,248+19.1% |