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 | $93,206 | $154,228-39.6% | $145,433-35.9% | $137,256-32.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.66% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,147 | $4,804-76.1% | $4,554-74.8% | $4,156-72.4% |
| Participant deferral / active EE | $7,145 | $8,216-13.0% | $7,897-9.5% | $6,407+11.5% |
| Admin fee / account holder | $1,010 | $14,344-93.0% | $13,129-92.3% | $12,270-91.8% |