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 | $99,337 | $134,817-26.3% | $123,973-19.9% | $155,188-36.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.7%+1.1pp | 80.8%-3.0pp |
| Annual return | 13.95% | 515.49%-501.5pp | 388.13%-374.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $3,020 | $4,425-31.7% | $4,126-26.8% | $4,248-28.9% |
| Participant deferral / active EE | $7,111 | $5,706+24.6% | $5,247+35.5% | $6,531+8.9% |
| Admin fee / account holder | $1,109 | $13,245-91.6% | $11,799-90.6% | $14,480-92.3% |