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 | $84,151 | $154,228-45.4% | $145,433-42.1% | $137,256-38.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.93% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,116 | $4,804+6.5% | $4,554+12.3% | $4,156+23.1% |
| Participant deferral / active EE | $13,618 | $8,216+65.7% | $7,897+72.4% | $6,407+112.6% |
| Admin fee / account holder | $32,136 | $14,344+124.0% | $13,129+144.8% | $12,270+161.9% |