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 | $99,013 | $149,778-33.9% | $118,946-16.8% | $158,966-37.7% |
| Participation rate | 76.5% | 82.1%-5.6pp | 75.4%+1.1pp | 82.0%-5.5pp |
| Annual return | 15.13% | 19.95%-4.8pp | 35.89%-20.8pp | 302.95%-287.8pp |
| Employer contribution / active EE | $2,729 | $4,117-33.7% | $3,263-16.4% | $4,762-42.7% |
| Participant deferral / active EE | $6,885 | $5,225+31.8% | $4,266+61.4% | $5,983+15.1% |
| Admin fee / account holder | $10,132 | $8,604+17.8% | $6,581+54.0% | $11,250-9.9% |