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 | $99,846 | $148,623-32.8% | $135,974-26.6% | $139,466-28.4% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 17.13% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,576 | $5,246-50.9% | $4,859-47.0% | $4,754-45.8% |
| Participant deferral / active EE | $4,469 | $8,103-44.8% | $7,760-42.4% | $6,712-33.4% |
| Admin fee / account holder | $2,125 | $12,406-82.9% | $10,767-80.3% | $11,409-81.4% |