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 | $64,872 | $197,603-67.2% | $177,827-63.5% | $158,950-59.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 43.19% | 58.76%-15.6pp | 48.32%-5.1pp | 302.91%-259.7pp |
| Employer contribution / active EE | $9,166 | $6,698+36.9% | $5,918+54.9% | $4,762+92.5% |
| Participant deferral / active EE | $14,570 | $8,404+73.4% | $7,713+88.9% | $5,983+143.5% |
| Admin fee / account holder | $311 | $15,402-98.0% | $12,429-97.5% | $11,248-97.2% |