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 | $94,309 | $185,312-49.1% | $161,489-41.6% | $154,746-39.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 22.13% | 103.84%-81.7pp | 89.72%-67.6pp | 172.34%-150.2pp |
| Employer contribution / active EE | $2,056 | $4,769-56.9% | $4,268-51.8% | $4,379-53.0% |
| Participant deferral / active EE | $9,987 | $6,350+57.3% | $5,630+77.4% | $6,730+48.4% |
| Admin fee / account holder | $27,184 | $18,654+45.7% | $16,006+69.8% | $14,365+89.2% |