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 | $97,710 | $154,193-36.6% | $130,045-24.9% | $139,466-29.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 19.95% | 32.51%-12.6pp | -137.30%+157.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,078 | $5,292-79.6% | $4,321-75.1% | $4,754-77.3% |
| Participant deferral / active EE | $2,186 | $6,709-67.4% | $5,820-62.4% | $6,712-67.4% |
| Admin fee / account holder | $11,485 | $13,989-17.9% | $10,600+8.3% | $11,409+0.7% |