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 | $92,952 | $112,131-17.1% | $95,964-3.1% | $158,982-41.5% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 10.19% | 171.19%-161.0pp | 91.64%-81.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,835 | $3,199-42.6% | $2,541-27.8% | $4,763-61.5% |
| Participant deferral / active EE | $5,900 | $4,784+23.3% | $4,167+41.6% | $5,983-1.4% |
| Admin fee / account holder | $315 | $10,136-96.9% | $6,797-95.4% | $11,252-97.2% |