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 | $90,931 | $148,623-38.8% | $135,974-33.1% | $139,466-34.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 14.89% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,539 | $5,246-51.6% | $4,859-47.8% | $4,754-46.6% |
| Participant deferral / active EE | $7,935 | $8,103-2.1% | $7,760+2.3% | $6,712+18.2% |
| Admin fee / account holder | $1,569 | $12,406-87.4% | $10,767-85.4% | $11,409-86.2% |