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 | $116,100 | $109,967+5.6% | $97,197+19.4% | $145,877-20.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 7.74% | 244.27%-236.5pp | 75.47%-67.7pp | 551.28%-543.5pp |
| Employer contribution / active EE | $3,541 | $3,077+15.1% | $2,723+30.1% | $4,663-24.1% |
| Participant deferral / active EE | $7,077 | $4,676+51.3% | $4,263+66.0% | $6,691+5.8% |
| Admin fee / account holder | $3,134 | $6,199-49.4% | $5,637-44.4% | $13,402-76.6% |