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 | $80,689 | $115,810-30.3% | $101,271-20.3% | $158,966-49.2% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 11.10% | 56.15%-45.1pp | 46.48%-35.4pp | 302.95%-291.9pp |
| Employer contribution / active EE | $1,952 | $4,175-53.3% | $3,660-46.7% | $4,762-59.0% |
| Participant deferral / active EE | $2,221 | $4,958-55.2% | $4,371-49.2% | $5,983-62.9% |
| Admin fee / account holder | $1,366 | $7,248-81.2% | $5,948-77.0% | $11,250-87.9% |