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 | $88,982 | $174,379-49.0% | $152,093-41.5% | $138,895-35.9% |
| Participation rate | 82.4% | 81.6%+0.7pp | 77.8%+4.6pp | 79.9%+2.4pp |
| Annual return | 13.49% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,704 | $4,652-20.4% | $4,175-11.3% | $4,194-11.7% |
| Participant deferral / active EE | $3,900 | $6,159-36.7% | $5,451-28.5% | $6,396-39.0% |
| Admin fee / account holder | $42,752 | $16,880+153.3% | $14,497+194.9% | $12,562+240.3% |