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 | $92,263 | $117,895-21.7% | $102,460-10.0% | $145,897-36.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.25% | 31.92%-21.7pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,546 | $3,619-57.3% | $3,025-48.9% | $4,663-66.8% |
| Participant deferral / active EE | $2,790 | $5,736-51.4% | $5,056-44.8% | $6,689-58.3% |
| Admin fee / account holder | $5,104 | $13,353-61.8% | $9,460-46.1% | $13,390-61.9% |