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 | $95,601 | $183,516-47.9% | $155,534-38.5% | $145,884-34.5% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 14.06% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,937 | $5,315-44.7% | $4,675-37.2% | $4,662-37.0% |
| Participant deferral / active EE | $6,507 | $6,467+0.6% | $5,630+15.6% | $6,690-2.7% |
| Admin fee / account holder | $25,613 | $19,293+32.8% | $15,900+61.1% | $13,392+91.3% |