Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $89,185 | $154,228-42.2% | $145,433-38.7% | $137,256-35.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.33% | 74.59%-54.3pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $5,410 | $4,804+12.6% | $4,554+18.8% | $4,156+30.2% |
| Participant deferral / active EE | $13,814 | $8,216+68.1% | $7,897+74.9% | $6,407+115.6% |
| Admin fee / account holder | $324 | $14,344-97.7% | $13,129-97.5% | $12,270-97.4% |