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 | $119,942 | $196,972-39.1% | $182,262-34.2% | $198,609-39.6% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 16.90% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $5,561 | $5,364+3.7% | $5,046+10.2% | $5,055+10.0% |
| Participant deferral / active EE | $18,455 | $8,643+113.5% | $8,276+123.0% | $6,977+164.5% |
| Admin fee / account holder | $3,873 | $18,429-79.0% | $16,712-76.8% | $19,030-79.6% |