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 | $96,122 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 16.53% | 74.59%-58.1pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,489 | $4,804-48.2% | $4,554-45.3% | $4,156-40.1% |
| Participant deferral / active EE | $5,912 | $8,216-28.0% | $7,897-25.1% | $6,407-7.7% |
| Admin fee / account holder | $2,239 | $14,344-84.4% | $13,129-82.9% | $12,270-81.8% |