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 | $55,082 | $112,131-50.9% | $95,964-42.6% | $158,982-65.4% |
| Participation rate | 82.6% | 79.0%+3.6pp | 77.1%+5.5pp | 82.0%+0.6pp |
| Annual return | 10.45% | 171.19%-160.7pp | 91.64%-81.2pp | 302.99%-292.5pp |
| Employer contribution / active EE | $3,078 | $3,199-3.8% | $2,541+21.1% | $4,763-35.4% |
| Participant deferral / active EE | $7,785 | $4,784+62.7% | $4,167+86.8% | $5,983+30.1% |
| Admin fee / account holder | $7,634 | $10,136-24.7% | $6,797+12.3% | $11,252-32.2% |