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 | $53,045 | $110,379-51.9% | $102,412-48.2% | $145,884-63.6% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 10.79% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $8,338 | $4,216+97.8% | $3,870+115.5% | $4,662+78.8% |
| Participant deferral / active EE | $5,603 | $5,622-0.3% | $5,060+10.7% | $6,690-16.2% |
| Admin fee / account holder | $7,638 | $9,745-21.6% | $8,388-8.9% | $13,392-43.0% |