Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,091 | $209,425-59.8% | $178,499-52.9% | $158,966-47.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.72% | 188.80%-169.1pp | 151.10%-131.4pp | 302.95%-283.2pp |
| Employer contribution / active EE | $2,457 | $5,707-56.9% | $5,011-51.0% | $4,762-48.4% |
| Participant deferral / active EE | $8,841 | $5,955+48.5% | $5,202+69.9% | $5,983+47.8% |
| Admin fee / account holder | $5,856 | $17,078-65.7% | $13,986-58.1% | $11,250-47.9% |