Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $76,640 | $181,062-57.7% | $158,223-51.6% | $155,188-50.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 18.81% | 57.39%-38.6pp | 52.09%-33.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $6,656 | $4,565+45.8% | $4,109+62.0% | $4,248+56.7% |
| Participant deferral / active EE | $11,038 | $6,134+79.9% | $5,467+101.9% | $6,531+69.0% |
| Admin fee / account holder | $354 | $18,825-98.1% | $16,047-97.8% | $14,480-97.6% |