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 | $106,625 | $175,259-39.2% | $149,723-28.8% | $139,487-23.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.32% | 166.82%-147.5pp | 134.50%-115.2pp | 373.84%-354.5pp |
| Employer contribution / active EE | $1,705 | $5,478-68.9% | $4,821-64.6% | $4,755-64.1% |
| Participant deferral / active EE | $6,797 | $6,522+4.2% | $5,682+19.6% | $6,713+1.3% |
| Admin fee / account holder | $1,432 | $16,158-91.1% | $13,215-89.2% | $11,407-87.4% |