Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $98,832 | $157,296-37.2% | $141,191-30.0% | $152,897-35.4% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 22.48% | 64.34%-41.9pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $3,070 | $5,262-41.7% | $4,736-35.2% | $4,764-35.5% |
| Participant deferral / active EE | $4,991 | $7,111-29.8% | $6,710-25.6% | $5,851-14.7% |
| Admin fee / account holder | $2,623 | $12,125-78.4% | $10,264-74.4% | $11,599-77.4% |