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 | $79,651 | $185,905-57.2% | $170,057-53.2% | $139,487-42.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 13.92% | 60.56%-46.6pp | 53.42%-39.5pp | 373.84%-359.9pp |
| Employer contribution / active EE | $4,337 | $7,597-42.9% | $6,790-36.1% | $4,755-8.8% |
| Participant deferral / active EE | $10,533 | $11,627-9.4% | $10,411+1.2% | $6,713+56.9% |
| Admin fee / account holder | $7,242 | $15,397-53.0% | $12,826-43.5% | $11,407-36.5% |