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 | $101,769 | $197,625-48.5% | $177,840-42.8% | $158,966-36.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 7.10% | 58.76%-51.7pp | 48.32%-41.2pp | 302.95%-295.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,305 | $8,405-60.7% | $7,714-57.2% | $5,983-44.8% |
| Admin fee / account holder | $506 | $15,405-96.7% | $12,431-95.9% | $11,250-95.5% |