Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,536 | $148,629-28.3% | $135,982-21.7% | $139,487-23.6% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 18.35% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $5,347 | $5,247+1.9% | $4,859+10.1% | $4,755+12.5% |
| Participant deferral / active EE | $14,401 | $8,102+77.7% | $7,760+85.6% | $6,713+114.5% |
| Admin fee / account holder | $3,470 | $12,406-72.0% | $10,767-67.8% | $11,407-69.6% |