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 | $101,794 | $176,120-42.2% | $159,487-36.2% | $167,553-39.2% |
| Participation rate | 70.6% | 85.0%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 11.80% | 331.95%-320.2pp | 263.71%-251.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $2,914 | $5,299-45.0% | $4,831-39.7% | $4,840-39.8% |
| Participant deferral / active EE | $5,947 | $7,752-23.3% | $7,354-19.1% | $6,343-6.2% |
| Admin fee / account holder | $360 | $12,561-97.1% | $10,804-96.7% | $12,316-97.1% |