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 | $120,316 | $149,679-19.6% | $117,039+2.8% | $147,586-18.5% |
| Participation rate | 78.6% | 83.5%-4.9pp | 77.2%+1.4pp | 82.8%-4.3pp |
| Annual return | 9.54% | 19.31%-9.8pp | 18.95%-9.4pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,694 | $4,937-45.4% | $3,785-28.8% | $4,876-44.7% |
| Participant deferral / active EE | $4,089 | $4,912-16.8% | $3,929+4.1% | $5,439-24.8% |
| Admin fee / account holder | $24,348 | $7,856+209.9% | $5,974+307.6% | $10,886+123.7% |