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 | $94,712 | $160,028-40.8% | $147,080-35.6% | $145,884-35.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.27% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,769 | $5,286-66.5% | $4,933-64.1% | $4,662-62.1% |
| Participant deferral / active EE | $4,739 | $8,422-43.7% | $8,066-41.3% | $6,690-29.2% |
| Admin fee / account holder | $2,988 | $15,030-80.1% | $12,989-77.0% | $13,392-77.7% |