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 | $157,837 | $209,336-24.6% | $197,124-19.9% | $137,256+15.0% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 16.70% | 48.09%-31.4pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,909 | $6,591-71.0% | $6,227-69.3% | $4,156-54.1% |
| Participant deferral / active EE | $9,250 | $9,614-3.8% | $9,135+1.3% | $6,407+44.4% |
| Admin fee / account holder | $1,615 | $17,308-90.7% | $16,298-90.1% | $12,270-86.8% |