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 | $111,497 | $162,785-31.5% | $133,959-16.8% | $158,950-29.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 14.07% | 41.94%-27.9pp | 45.09%-31.0pp | 302.91%-288.8pp |
| Employer contribution / active EE | $1,665 | $4,975-66.5% | $3,919-57.5% | $4,762-65.0% |
| Participant deferral / active EE | $2,622 | $5,910-55.6% | $5,047-48.0% | $5,983-56.2% |
| Admin fee / account holder | $454 | $11,738-96.1% | $8,928-94.9% | $11,248-96.0% |