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 | $92,601 | $172,111-46.2% | $150,298-38.4% | $137,256-32.5% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 17.11% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,250 | $4,636-73.0% | $4,154-69.9% | $4,156-69.9% |
| Participant deferral / active EE | $6,028 | $6,166-2.2% | $5,453+10.6% | $6,407-5.9% |
| Admin fee / account holder | $8,496 | $16,471-48.4% | $14,116-39.8% | $12,270-30.8% |