Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $116,254 | $185,905-37.5% | $170,057-31.6% | $139,487-16.7% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 12.85% | 60.56%-47.7pp | 53.42%-40.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $5,014 | $7,597-34.0% | $6,790-26.2% | $4,755+5.5% |
| Participant deferral / active EE | $13,541 | $11,627+16.5% | $10,411+30.1% | $6,713+101.7% |
| Admin fee / account holder | $600 | $15,397-96.1% | $12,826-95.3% | $11,407-94.7% |