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 | $98,744 | $198,457-50.2% | $170,435-42.1% | $147,586-33.1% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 15.75% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,362 | $6,183-61.8% | $5,432-56.5% | $4,876-51.6% |
| Participant deferral / active EE | $5,313 | $5,629-5.6% | $4,939+7.6% | $5,439-2.3% |
| Admin fee / account holder | $4,284 | $16,852-74.6% | $13,881-69.1% | $10,886-60.7% |