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 | $108,384 | $183,627-41.0% | $155,602-30.3% | $145,978-25.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.09% | 61.32%-47.2pp | 64.81%-50.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,232 | $5,316-58.0% | $4,675-52.3% | $4,662-52.1% |
| Participant deferral / active EE | $5,492 | $6,466-15.1% | $5,629-2.4% | $6,690-17.9% |
| Admin fee / account holder | $13,755 | $19,327-28.8% | $15,923-13.6% | $13,400+2.6% |