Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $113,251 | $201,344-43.8% | $184,243-38.5% | $145,877-22.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 13.82% | 29.01%-15.2pp | 28.82%-15.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,503 | $7,022-35.9% | $6,427-29.9% | $4,663-3.4% |
| Participant deferral / active EE | $8,805 | $9,807-10.2% | $9,132-3.6% | $6,691+31.6% |
| Admin fee / account holder | $1,494 | $16,382-90.9% | $13,914-89.3% | $13,402-88.9% |