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 | $99,896 | $157,304-36.5% | $141,197-29.3% | $152,909-34.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 18.07% | 64.34%-46.3pp | 71.41%-53.3pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,197 | $5,263-77.2% | $4,736-74.7% | $4,764-74.9% |
| Participant deferral / active EE | $11,020 | $7,111+55.0% | $6,710+64.2% | $5,851+88.3% |
| Admin fee / account holder | $14,935 | $12,126+23.2% | $10,265+45.5% | $11,601+28.7% |