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 | $97,925 | $148,582-34.1% | $135,942-28.0% | $139,456-29.8% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 28.03% | 79.26%-51.2pp | 68.28%-40.2pp | 373.45%-345.4pp |
| Employer contribution / active EE | $1,739 | $5,245-66.8% | $4,858-64.2% | $4,753-63.4% |
| Participant deferral / active EE | $5,101 | $8,101-37.0% | $7,759-34.3% | $6,711-24.0% |
| Admin fee / account holder | $813 | $12,402-93.4% | $10,764-92.5% | $11,407-92.9% |