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 | $85,265 | $184,000-53.7% | $162,185-47.4% | $152,909-44.2% |
| Participation rate | 73.7% | 88.5%-14.8pp | 87.6%-13.9pp | 82.5%-8.8pp |
| Annual return | 18.57% | 150.80%-132.2pp | 115.61%-97.0pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,290 | $6,370-64.0% | $5,613-59.2% | $4,764-51.9% |
| Participant deferral / active EE | $6,651 | $8,033-17.2% | $7,297-8.9% | $5,851+13.7% |
| Admin fee / account holder | $13,758 | $13,124+4.8% | $10,844+26.9% | $11,601+18.6% |