Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $76,685 | $111,535-31.2% | $105,223-27.1% | $137,256-44.1% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 18.98% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,133 | $3,939+4.9% | $3,689+12.1% | $4,156-0.6% |
| Participant deferral / active EE | $7,205 | $5,500+31.0% | $5,072+42.1% | $6,407+12.5% |
| Admin fee / account holder | $728 | $9,721-92.5% | $8,859-91.8% | $12,270-94.1% |