Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $107,613 | $134,817-20.2% | $123,973-13.2% | $155,188-30.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.7%-5.2pp | 80.8%-9.4pp |
| Annual return | 11.66% | 515.49%-503.8pp | 388.13%-376.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,372 | $4,425-46.4% | $4,126-42.5% | $4,248-44.2% |
| Participant deferral / active EE | $5,129 | $5,706-10.1% | $5,247-2.3% | $6,531-21.5% |
| Admin fee / account holder | $1,085 | $13,245-91.8% | $11,799-90.8% | $14,480-92.5% |