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 | $88,144 | $185,905-52.6% | $170,057-48.2% | $139,487-36.8% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 21.21% | 60.56%-39.4pp | 53.42%-32.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $3,500 | $7,597-53.9% | $6,790-48.5% | $4,755-26.4% |
| Participant deferral / active EE | $13,046 | $11,627+12.2% | $10,411+25.3% | $6,713+94.4% |
| Admin fee / account holder | $1,486 | $15,397-90.4% | $12,826-88.4% | $11,407-87.0% |