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 | $74,080 | $162,136-54.3% | $152,301-51.4% | $154,746-52.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 13.66% | 91.02%-77.4pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,392 | $4,890-51.1% | $4,624-48.3% | $4,379-45.4% |
| Participant deferral / active EE | $9,489 | $8,341+13.8% | $8,004+18.6% | $6,730+41.0% |
| Admin fee / account holder | $4,885 | $15,759-69.0% | $14,398-66.1% | $14,365-66.0% |