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 | $84,556 | $160,040-47.2% | $147,096-42.5% | $145,877-42.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.51% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,220 | $5,289-58.0% | $4,936-55.0% | $4,663-52.4% |
| Participant deferral / active EE | $8,196 | $8,429-2.8% | $8,071+1.5% | $6,691+22.5% |
| Admin fee / account holder | $5,576 | $15,050-62.9% | $13,005-57.1% | $13,402-58.4% |