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 | $96,645 | $154,228-37.3% | $145,433-33.5% | $137,256-29.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 30.05% | 74.59%-44.5pp | 66.58%-36.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $3,107 | $4,804-35.3% | $4,554-31.8% | $4,156-25.2% |
| Participant deferral / active EE | $6,731 | $8,216-18.1% | $7,897-14.8% | $6,407+5.1% |
| Admin fee / account holder | $5,983 | $14,344-58.3% | $13,129-54.4% | $12,270-51.2% |