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 | $88,781 | $100,911-12.0% | $90,440-1.8% | $158,966-44.2% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.7%-2.1pp | 82.0%-11.4pp |
| Annual return | 14.05% | 1726.62%-1712.6pp | 1294.38%-1280.3pp | 302.95%-288.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,536 | $4,348+4.3% | $3,964+14.4% | $5,983-24.2% |
| Admin fee / account holder | $2,844 | $6,507-56.3% | $5,615-49.3% | $11,250-74.7% |