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 | $108,568 | $171,492-36.7% | $150,734-28.0% | $198,609-45.3% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 11.17% | 804.70%-793.5pp | 600.81%-589.6pp | 202.70%-191.5pp |
| Employer contribution / active EE | $3,185 | $5,470-41.8% | $4,918-35.2% | $5,055-37.0% |
| Participant deferral / active EE | $6,945 | $6,259+11.0% | $5,610+23.8% | $6,977-0.5% |
| Admin fee / account holder | $13,834 | $17,628-21.5% | $14,905-7.2% | $19,030-27.3% |