Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $91,277 | $157,304-42.0% | $141,197-35.4% | $152,909-40.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 15.66% | 64.34%-48.7pp | 71.41%-55.7pp | 345.46%-329.8pp |
| Employer contribution / active EE | $4,994 | $5,263-5.1% | $4,736+5.4% | $4,764+4.8% |
| Participant deferral / active EE | $6,227 | $7,111-12.4% | $6,710-7.2% | $5,851+6.4% |
| Admin fee / account holder | $707 | $12,126-94.2% | $10,265-93.1% | $11,601-93.9% |