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 | $86,057 | $156,398-45.0% | $147,318-41.6% | $138,895-38.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 18.31% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $5,238 | $4,853+7.9% | $4,593+14.0% | $4,194+24.9% |
| Participant deferral / active EE | $5,627 | $8,237-31.7% | $7,906-28.8% | $6,396-12.0% |
| Admin fee / account holder | $592 | $14,976-96.0% | $13,708-95.7% | $12,562-95.3% |