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 | $121,095 | $157,829-23.3% | $136,867-11.5% | $198,609-39.0% |
| Participation rate | 72.7% | 77.2%-4.4pp | 74.5%-1.8pp | 82.4%-9.7pp |
| Annual return | 13.62% | 51.25%-37.6pp | 42.97%-29.4pp | 202.70%-189.1pp |
| Employer contribution / active EE | $828 | $3,923-78.9% | $3,547-76.7% | $5,055-83.6% |
| Participant deferral / active EE | $6,667 | $5,463+22.0% | $4,924+35.4% | $6,977-4.4% |
| Admin fee / account holder | $15,946 | $11,107+43.6% | $10,340+54.2% | $19,030-16.2% |