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 | $113,496 | $209,336-45.8% | $197,124-42.4% | $137,256-17.3% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 15.10% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $8,800 | $6,591+33.5% | $6,227+41.3% | $4,156+111.7% |
| Participant deferral / active EE | $17,954 | $9,614+86.7% | $9,135+96.6% | $6,407+180.2% |
| Admin fee / account holder | $7,373 | $17,308-57.4% | $16,298-54.8% | $12,270-39.9% |