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 | $42,319 | $132,634-68.1% | $115,768-63.4% | $137,256-69.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 18.10% | 160.70%-142.6pp | 100.46%-82.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,573 | $3,360-23.4% | $2,940-12.5% | $4,156-38.1% |
| Participant deferral / active EE | $6,369 | $5,619+13.4% | $4,917+29.5% | $6,407-0.6% |
| Admin fee / account holder | $421 | $15,028-97.2% | $12,439-96.6% | $12,270-96.6% |