Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,891 | $209,336-60.9% | $197,124-58.5% | $137,256-40.3% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 17.17% | 48.09%-30.9pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,084 | $6,591-68.4% | $6,227-66.5% | $4,156-49.9% |
| Participant deferral / active EE | $5,232 | $9,614-45.6% | $9,135-42.7% | $6,407-18.3% |
| Admin fee / account holder | $1,012 | $17,308-94.2% | $16,298-93.8% | $12,270-91.8% |