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 | $117,217 | $183,539-36.1% | $155,556-24.6% | $145,897-19.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 18.98% | 61.31%-42.3pp | 64.84%-45.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,783 | $5,315-66.5% | $4,675-61.9% | $4,663-61.8% |
| Participant deferral / active EE | $8,060 | $6,467+24.6% | $5,631+43.1% | $6,689+20.5% |
| Admin fee / account holder | $5,085 | $19,275-73.6% | $15,885-68.0% | $13,390-62.0% |