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 | $102,886 | $157,296-34.6% | $141,191-27.1% | $152,897-32.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 21.35% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,495 | $5,262-52.6% | $4,736-47.3% | $4,764-47.6% |
| Participant deferral / active EE | $5,750 | $7,111-19.1% | $6,710-14.3% | $5,851-1.7% |
| Admin fee / account holder | $14,333 | $12,125+18.2% | $10,264+39.6% | $11,599+23.6% |