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 | $165,399-57.5% | $149,745-53.1% | $158,982-55.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 9.33% | 348.34%-339.0pp | 276.72%-267.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,103 | $5,105-58.8% | $4,646-54.7% | $4,763-55.8% |
| Participant deferral / active EE | $5,024 | $7,183-30.1% | $6,843-26.6% | $5,983-16.0% |
| Admin fee / account holder | $31,709 | $10,811+193.3% | $9,312+240.5% | $11,252+181.8% |