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 | $68,507 | $114,013-39.9% | $103,693-33.9% | $155,188-55.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 21.76% | 49.31%-27.6pp | 47.61%-25.9pp | 148.84%-127.1pp |
| Employer contribution / active EE | $5,128 | $3,131+63.8% | $2,920+75.6% | $4,248+20.7% |
| Participant deferral / active EE | $10,257 | $4,970+106.4% | $4,579+124.0% | $6,531+57.1% |
| Admin fee / account holder | $343 | $8,407-95.9% | $7,858-95.6% | $14,480-97.6% |