Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $91,781 | $175,259-47.6% | $149,723-38.7% | $139,487-34.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 15.77% | 166.82%-151.1pp | 134.50%-118.7pp | 373.84%-358.1pp |
| Employer contribution / active EE | $1,450 | $5,478-73.5% | $4,821-69.9% | $4,755-69.5% |
| Participant deferral / active EE | $4,544 | $6,522-30.3% | $5,682-20.0% | $6,713-32.3% |
| Admin fee / account holder | $810 | $16,158-95.0% | $13,215-93.9% | $11,407-92.9% |