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 | $87,031 | $148,629-41.4% | $135,982-36.0% | $139,487-37.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.11% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $3,294 | $5,247-37.2% | $4,859-32.2% | $4,755-30.7% |
| Participant deferral / active EE | $8,096 | $8,102-0.1% | $7,760+4.3% | $6,713+20.6% |
| Admin fee / account holder | $7,144 | $12,406-42.4% | $10,767-33.7% | $11,407-37.4% |