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 | $138,118 | $211,288-34.6% | $178,540-22.6% | $145,884-5.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 16.60% | 30.27%-13.7pp | 27.15%-10.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,574 | $4,574-65.6% | $3,953-60.2% | $4,662-66.2% |
| Participant deferral / active EE | $6,887 | $6,967-1.1% | $6,281+9.7% | $6,690+2.9% |
| Admin fee / account holder | $4,175 | $12,105-65.5% | $10,424-60.0% | $13,392-68.8% |