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 | $84,578 | $172,111-50.9% | $150,298-43.7% | $137,256-38.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 20.28% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,317 | $4,636-28.4% | $4,154-20.1% | $4,156-20.2% |
| Participant deferral / active EE | $6,731 | $6,166+9.2% | $5,453+23.4% | $6,407+5.1% |
| Admin fee / account holder | $1,045 | $16,471-93.7% | $14,116-92.6% | $12,270-91.5% |