Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $91,452 | $227,399-59.8% | $189,758-51.8% | $198,609-54.0% |
| Participation rate | 76.5% | 84.0%-7.5pp | 79.8%-3.3pp | 82.4%-5.9pp |
| Annual return | 17.44% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,523 | $5,526-54.3% | $4,767-47.1% | $5,055-50.1% |
| Participant deferral / active EE | $5,185 | $6,837-24.2% | $5,856-11.5% | $6,977-25.7% |
| Admin fee / account holder | $897 | $25,162-96.4% | $20,388-95.6% | $19,030-95.3% |