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 | $99,247 | $160,028-38.0% | $147,080-32.5% | $145,884-32.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.86% | 98.60%-84.7pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,678 | $5,286-30.4% | $4,933-25.4% | $4,662-21.1% |
| Participant deferral / active EE | $9,422 | $8,422+11.9% | $8,066+16.8% | $6,690+40.8% |
| Admin fee / account holder | $2,843 | $15,030-81.1% | $12,989-78.1% | $13,392-78.8% |