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 | $109,384 | $160,040-31.7% | $147,096-25.6% | $145,877-25.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.20% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,844 | $5,289-46.2% | $4,936-42.4% | $4,663-39.0% |
| Participant deferral / active EE | $2,973 | $8,429-64.7% | $8,071-63.2% | $6,691-55.6% |
| Admin fee / account holder | $4,119 | $15,050-72.6% | $13,005-68.3% | $13,402-69.3% |