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 | $84,372 | $125,237-32.6% | $105,608-20.1% | $145,877-42.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 9.21% | 225.76%-216.6pp | 116.50%-107.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,988 | $3,720-46.6% | $3,167-37.2% | $4,663-57.4% |
| Participant deferral / active EE | $3,190 | $5,711-44.1% | $5,010-36.3% | $6,691-52.3% |
| Admin fee / account holder | $3,749 | $17,287-78.3% | $11,028-66.0% | $13,402-72.0% |