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 | $70,191 | $114,013-38.4% | $103,693-32.3% | $155,188-54.8% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.8pp | 80.8%+8.7pp |
| Annual return | 16.11% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $3,421 | $3,131+9.3% | $2,920+17.2% | $4,248-19.5% |
| Participant deferral / active EE | $8,119 | $4,970+63.4% | $4,579+77.3% | $6,531+24.3% |
| Admin fee / account holder | $1,322 | $8,407-84.3% | $7,858-83.2% | $14,480-90.9% |