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 | $83,556 | $106,247-21.4% | $96,515-13.4% | $139,466-40.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 20.44% | 38.47%-18.0pp | 35.73%-15.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $3,830 | $4,106-6.7% | $3,740+2.4% | $4,754-19.4% |
| Participant deferral / active EE | $7,538 | $5,456+38.2% | $4,880+54.5% | $6,712+12.3% |
| Admin fee / account holder | $451 | $7,885-94.3% | $6,735-93.3% | $11,409-96.0% |