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 | $77,770 | $162,136-52.0% | $152,301-48.9% | $154,746-49.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.04% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,378 | $4,890-51.4% | $4,624-48.6% | $4,379-45.7% |
| Participant deferral / active EE | $4,913 | $8,341-41.1% | $8,004-38.6% | $6,730-27.0% |
| Admin fee / account holder | $1,139 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |