Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $105,276 | $185,883-43.4% | $170,043-38.1% | $139,466-24.5% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 24.57% | 60.54%-36.0pp | 53.40%-28.8pp | 373.66%-349.1pp |
| Employer contribution / active EE | $7,505 | $7,596-1.2% | $6,790+10.5% | $4,754+57.9% |
| Participant deferral / active EE | $17,813 | $11,626+53.2% | $10,410+71.1% | $6,712+165.4% |
| Admin fee / account holder | $504 | $15,393-96.7% | $12,824-96.1% | $11,409-95.6% |