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 | $127,621 | $176,402-27.7% | $134,162-4.9% | $158,982-19.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 17.28% | 63.66%-46.4pp | 36.35%-19.1pp | 302.99%-285.7pp |
| Employer contribution / active EE | $194 | $5,042-96.2% | $3,705-94.8% | $4,763-95.9% |
| Participant deferral / active EE | $11,628 | $4,093+184.1% | $3,500+232.3% | $5,983+94.3% |
| Admin fee / account holder | $1,111 | $8,719-87.3% | $6,685-83.4% | $11,252-90.1% |