Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $120,703 | $148,558-18.7% | $135,925-11.2% | $139,427-13.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.70% | 79.22%-62.5pp | 68.25%-51.6pp | 373.27%-356.6pp |
| Employer contribution / active EE | $7,838 | $5,244+49.5% | $4,857+61.4% | $4,752+65.0% |
| Participant deferral / active EE | $4,456 | $8,101-45.0% | $7,759-42.6% | $6,711-33.6% |
| Admin fee / account holder | $952 | $12,401-92.3% | $10,764-91.2% | $11,404-91.7% |