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 | $154,228-50.7% | $145,433-47.7% | $137,256-44.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 20.64% | 74.59%-54.0pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,499 | $4,804-48.0% | $4,554-45.1% | $4,156-39.9% |
| Participant deferral / active EE | $14,359 | $8,216+74.8% | $7,897+81.8% | $6,407+124.1% |
| Admin fee / account holder | $419 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |