Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $78,704 | $183,539-57.1% | $155,556-49.4% | $145,897-46.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.80% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,138 | $5,315-59.8% | $4,675-54.3% | $4,663-54.2% |
| Participant deferral / active EE | $5,287 | $6,467-18.3% | $5,631-6.1% | $6,689-21.0% |
| Admin fee / account holder | $2,975 | $19,275-84.6% | $15,885-81.3% | $13,390-77.8% |