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 | $103,298 | $172,111-40.0% | $150,298-31.3% | $137,256-24.7% |
| Participation rate | 73.7% | 81.7%-8.0pp | 77.8%-4.1pp | 80.0%-6.3pp |
| Annual return | 16.66% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $7,222 | $4,636+55.8% | $4,154+73.9% | $4,156+73.8% |
| Participant deferral / active EE | $5,092 | $6,166-17.4% | $5,453-6.6% | $6,407-20.5% |
| Admin fee / account holder | $502 | $16,471-97.0% | $14,116-96.4% | $12,270-95.9% |