Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,509 | $97,125-93.3% | $86,233-92.5% | $137,256-95.3% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 15.21% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,120 | $2,841+9.8% | $2,504+24.6% | $4,156-24.9% |
| Participant deferral / active EE | $2,839 | $5,180-45.2% | $4,559-37.7% | $6,407-55.7% |
| Admin fee / account holder | $6,466 | $9,725-33.5% | $8,342-22.5% | $12,270-47.3% |