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 | $88,469 | $227,399-61.1% | $189,758-53.4% | $198,609-55.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 14.35% | 61.03%-46.7pp | 52.62%-38.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,901 | $5,526-47.5% | $4,767-39.1% | $5,055-42.6% |
| Participant deferral / active EE | $8,140 | $6,837+19.1% | $5,856+39.0% | $6,977+16.7% |
| Admin fee / account holder | $1,048 | $25,162-95.8% | $20,388-94.9% | $19,030-94.5% |