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 | $96,186 | $135,956-29.3% | $123,894-22.4% | $273,972-64.9% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 8.21% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,422 | $5,170-53.2% | $4,617-47.5% | $4,869-50.3% |
| Participant deferral / active EE | $5,467 | $6,343-13.8% | $5,984-8.6% | $5,287+3.4% |
| Admin fee / account holder | $9,907 | $9,817+0.9% | $8,357+18.5% | $10,133-2.2% |