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 | $117,566 | $94,436+24.5% | $115,599+1.7% | $82,637+42.3% |
| Participation rate | 74.2% | 70.4%+3.8pp | 74.3%-0.1pp | 68.1%+6.1pp |
| Annual return | 14.13% | 18.37%-4.2pp | 111.10%-97.0pp | 53.51%-39.4pp |
| Employer contribution / active EE | $3,264 | $2,324+40.5% | $2,955+10.5% | $2,552+27.9% |
| Participant deferral / active EE | $8,958 | $3,955+126.5% | $4,889+83.2% | $4,126+117.1% |
| Admin fee / account holder | $2,708 | $10,328-73.8% | $12,841-78.9% | $7,339-63.1% |