Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $87,234 | $183,592-52.5% | $155,567-43.9% | $145,959-40.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.66% | 61.24%-43.6pp | 64.74%-47.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,628 | $5,315-31.7% | $4,674-22.4% | $4,661-22.2% |
| Participant deferral / active EE | $9,698 | $6,464+50.0% | $5,628+72.3% | $6,689+45.0% |
| Admin fee / account holder | $941 | $19,318-95.1% | $15,916-94.1% | $13,398-93.0% |