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 | $109,368 | $183,539-40.4% | $155,556-29.7% | $145,897-25.0% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 10.35% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,396 | $5,315-73.7% | $4,675-70.1% | $4,663-70.1% |
| Participant deferral / active EE | $2,737 | $6,467-57.7% | $5,631-51.4% | $6,689-59.1% |
| Admin fee / account holder | $2,121 | $19,275-89.0% | $15,885-86.6% | $13,390-84.2% |