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 | $90,797 | $165,381-45.1% | $149,730-39.4% | $158,966-42.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 22.69% | 348.29%-325.6pp | 276.70%-254.0pp | 302.95%-280.3pp |
| Employer contribution / active EE | $3,045 | $5,104-40.3% | $4,645-34.4% | $4,762-36.1% |
| Participant deferral / active EE | $6,569 | $7,182-8.5% | $6,843-4.0% | $5,983+9.8% |
| Admin fee / account holder | $2,122 | $10,809-80.4% | $9,310-77.2% | $11,250-81.1% |