Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $89,522 | $129,737-31.0% | $119,126-24.9% | $154,746-42.1% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 22.71% | 379.08%-356.4pp | 282.11%-259.4pp | 172.34%-149.6pp |
| Employer contribution / active EE | $3,908 | $4,375-10.7% | $4,034-3.1% | $4,379-10.8% |
| Participant deferral / active EE | $14,175 | $5,842+142.7% | $5,318+166.6% | $6,730+110.6% |
| Admin fee / account holder | $1,090 | $11,961-90.9% | $10,693-89.8% | $14,365-92.4% |