Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $116,046 | $223,823-48.2% | $211,142-45.0% | $154,746-25.0% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 21.03% | 50.39%-29.4pp | 46.84%-25.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,125 | $6,787-68.7% | $6,442-67.0% | $4,379-51.5% |
| Participant deferral / active EE | $11,246 | $9,750+15.3% | $9,284+21.1% | $6,730+67.1% |
| Admin fee / account holder | $735 | $19,707-96.3% | $19,076-96.1% | $14,365-94.9% |