Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,220 | $165,381-34.0% | $149,730-27.1% | $158,966-31.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.92% | 348.29%-335.4pp | 276.70%-263.8pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,191 | $5,104-76.7% | $4,645-74.4% | $4,762-75.0% |
| Participant deferral / active EE | $2,859 | $7,182-60.2% | $6,843-58.2% | $5,983-52.2% |
| Admin fee / account holder | $41,100 | $10,809+280.2% | $9,310+341.4% | $11,250+265.3% |