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 | $107,035 | $132,634-19.3% | $115,768-7.5% | $137,256-22.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 9.54% | 160.70%-151.2pp | 100.46%-90.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,858 | $3,360-44.7% | $2,940-36.8% | $4,156-55.3% |
| Participant deferral / active EE | $6,200 | $5,619+10.4% | $4,917+26.1% | $6,407-3.2% |
| Admin fee / account holder | $53,354 | $15,028+255.0% | $12,439+328.9% | $12,270+334.8% |