Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,228 | $181,062-60.7% | $158,223-55.0% | $155,188-54.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 16.80% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,412 | $4,565-47.2% | $4,109-41.3% | $4,248-43.2% |
| Participant deferral / active EE | $8,335 | $6,134+35.9% | $5,467+52.5% | $6,531+27.6% |
| Admin fee / account holder | $1,311 | $18,825-93.0% | $16,047-91.8% | $14,480-90.9% |