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 | $139,514 | $157,304-11.3% | $141,197-1.2% | $152,909-8.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.17% | 64.34%-45.2pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $2,531 | $5,263-51.9% | $4,736-46.6% | $4,764-46.9% |
| Participant deferral / active EE | $12,567 | $7,111+76.7% | $6,710+87.3% | $5,851+114.8% |
| Admin fee / account holder | $4,374 | $12,126-63.9% | $10,265-57.4% | $11,601-62.3% |