Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $91,884 | $183,592-50.0% | $155,574-40.9% | $145,877-37.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 22.23% | 61.37%-39.1pp | 64.87%-42.6pp | 551.28%-529.1pp |
| Employer contribution / active EE | $5,180 | $5,317-2.6% | $4,676+10.8% | $4,663+11.1% |
| Participant deferral / active EE | $9,504 | $6,466+47.0% | $5,629+68.8% | $6,691+42.0% |
| Admin fee / account holder | $1,323 | $19,316-93.2% | $15,914-91.7% | $13,402-90.1% |