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 | $76,078 | $196,972-61.4% | $182,262-58.3% | $198,609-61.7% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 20.64% | 158.27%-137.6pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $2,499 | $5,364-53.4% | $5,046-50.5% | $5,055-50.6% |
| Participant deferral / active EE | $14,359 | $8,643+66.1% | $8,276+73.5% | $6,977+105.8% |
| Admin fee / account holder | $419 | $18,429-97.7% | $16,712-97.5% | $19,030-97.8% |