Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $112,651 | $185,905-39.4% | $170,057-33.8% | $139,487-19.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.10% | 60.56%-42.5pp | 53.42%-35.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,906 | $7,597-74.9% | $6,790-71.9% | $4,755-59.9% |
| Participant deferral / active EE | $12,640 | $11,627+8.7% | $10,411+21.4% | $6,713+88.3% |
| Admin fee / account holder | $1,297 | $15,397-91.6% | $12,826-89.9% | $11,407-88.6% |