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 | $88,561 | $183,592-51.8% | $155,567-43.1% | $145,959-39.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 9.50% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,323 | $5,315-56.3% | $4,674-50.3% | $4,661-50.2% |
| Participant deferral / active EE | $6,544 | $6,464+1.2% | $5,628+16.3% | $6,689-2.2% |
| Admin fee / account holder | $3,758 | $19,318-80.5% | $15,916-76.4% | $13,398-71.9% |