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 | $78,088 | $148,629-47.5% | $135,982-42.6% | $139,487-44.0% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 18.80% | 79.33%-60.5pp | 68.32%-49.5pp | 373.84%-355.0pp |
| Employer contribution / active EE | $2,470 | $5,247-52.9% | $4,859-49.2% | $4,755-48.1% |
| Participant deferral / active EE | $6,779 | $8,102-16.3% | $7,760-12.6% | $6,713+1.0% |
| Admin fee / account holder | $6,949 | $12,406-44.0% | $10,767-35.5% | $11,407-39.1% |