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 | $87,759 | $156,398-43.9% | $147,318-40.4% | $138,895-36.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 26.17% | 78.75%-52.6pp | 70.43%-44.3pp | 145.39%-119.2pp |
| Employer contribution / active EE | $4,838 | $4,853-0.3% | $4,593+5.3% | $4,194+15.3% |
| Participant deferral / active EE | $8,097 | $8,237-1.7% | $7,906+2.4% | $6,396+26.6% |
| Admin fee / account holder | $13,128 | $14,976-12.3% | $13,708-4.2% | $12,562+4.5% |