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 | $91,983 | $198,457-53.7% | $170,435-46.0% | $147,586-37.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 9.89% | 257.30%-247.4pp | 205.94%-196.0pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,324 | $6,183-78.6% | $5,432-75.6% | $4,876-72.9% |
| Participant deferral / active EE | $5,611 | $5,629-0.3% | $4,939+13.6% | $5,439+3.2% |
| Admin fee / account holder | $21,246 | $16,852+26.1% | $13,881+53.1% | $10,886+95.2% |