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 | $89,898 | $165,399-45.6% | $149,745-40.0% | $158,982-43.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 10.83% | 348.34%-337.5pp | 276.72%-265.9pp | 302.99%-292.2pp |
| Employer contribution / active EE | $3,288 | $5,105-35.6% | $4,646-29.2% | $4,763-31.0% |
| Participant deferral / active EE | $7,020 | $7,183-2.3% | $6,843+2.6% | $5,983+17.3% |
| Admin fee / account holder | $50,294 | $10,811+365.2% | $9,312+440.1% | $11,252+347.0% |