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 | $99,756 | $97,125+2.7% | $86,233+15.7% | $137,256-27.3% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 41.18% | 74.19%-33.0pp | 61.39%-20.2pp | 220.34%-179.2pp |
| Employer contribution / active EE | $3,278 | $2,841+15.4% | $2,504+30.9% | $4,156-21.1% |
| Participant deferral / active EE | $11,861 | $5,180+129.0% | $4,559+160.2% | $6,407+85.1% |
| Admin fee / account holder | $921 | $9,725-90.5% | $8,342-89.0% | $12,270-92.5% |