Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $95,334 | $180,749-47.3% | $160,784-40.7% | $137,256-30.5% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 18.93% | 2234.46%-2215.5pp | 1803.92%-1785.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,314 | $4,155-20.2% | $3,733-11.2% | $4,156-20.3% |
| Participant deferral / active EE | $6,879 | $6,844+0.5% | $6,293+9.3% | $6,407+7.4% |
| Admin fee / account holder | $841 | $10,397-91.9% | $9,717-91.3% | $12,270-93.1% |