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 | $98,525 | $160,059-38.4% | $140,019-29.6% | $135,380-27.2% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | 0.39% | 911.48%-911.1pp | 651.17%-650.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $9,179 | $6,420+43.0% | $5,605+63.8% | $4,779+92.1% |
| Participant deferral / active EE | $8,612 | $7,641+12.7% | $6,927+24.3% | $5,609+53.5% |
| Admin fee / account holder | $9,243 | $13,328-30.7% | $10,705-13.7% | $10,828-14.6% |