Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,900 | $227,399-53.4% | $189,758-44.2% | $198,609-46.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 16.70% | 61.03%-44.3pp | 52.62%-35.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,937 | $5,526-65.0% | $4,767-59.4% | $5,055-61.7% |
| Participant deferral / active EE | $6,441 | $6,837-5.8% | $5,856+10.0% | $6,977-7.7% |
| Admin fee / account holder | $915 | $25,162-96.4% | $20,388-95.5% | $19,030-95.2% |