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 | $70,286 | $165,361-57.5% | $149,715-53.1% | $158,950-55.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 9.33% | 348.24%-338.9pp | 276.66%-267.3pp | 302.91%-293.6pp |
| Employer contribution / active EE | $2,103 | $5,103-58.8% | $4,645-54.7% | $4,762-55.8% |
| Participant deferral / active EE | $5,024 | $7,182-30.0% | $6,842-26.6% | $5,983-16.0% |
| Admin fee / account holder | $31,709 | $10,808+193.4% | $9,310+240.6% | $11,248+181.9% |