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 | $92,170 | $124,336-25.9% | $111,303-17.2% | $167,518-45.0% |
| Participation rate | 73.3% | 79.6%-6.3pp | 77.3%-4.0pp | 82.1%-8.8pp |
| Annual return | 10.38% | 37.45%-27.1pp | 54.66%-44.3pp | 478.71%-468.3pp |
| Employer contribution / active EE | $1,075 | $3,436-68.7% | $2,731-60.6% | $4,838-77.8% |
| Participant deferral / active EE | $2,066 | $5,181-60.1% | $4,487-54.0% | $6,342-67.4% |
| Admin fee / account holder | $2,083 | $10,623-80.4% | $7,966-73.8% | $12,312-83.1% |