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 | $93,988 | $165,381-43.2% | $149,730-37.2% | $158,966-40.9% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 21.29% | 348.29%-327.0pp | 276.70%-255.4pp | 302.95%-281.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,994 | $7,182-16.5% | $6,843-12.4% | $5,983+0.2% |
| Admin fee / account holder | $2,665 | $10,809-75.3% | $9,310-71.4% | $11,250-76.3% |