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 | $64,665 | $99,875-35.3% | $146,866-56.0% | $86,983-25.7% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.5%+17.1pp |
| Annual return | 17.29% | 28.10%-10.8pp | 102.85%-85.6pp | 25.83%-8.5pp |
| Employer contribution / active EE | $3,356 | $3,224+4.1% | $4,425-24.1% | $2,584+29.9% |
| Participant deferral / active EE | $8,018 | $6,322+26.8% | $7,759+3.3% | $4,194+91.2% |
| Admin fee / account holder | $1,209 | $7,838-84.6% | $13,620-91.1% | $7,856-84.6% |