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 | $99,787 | $155,555-35.9% | $146,866-32.1% | $155,188-35.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 17.63% | 115.41%-97.8pp | 102.85%-85.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,145 | $4,647-53.8% | $4,425-51.5% | $4,248-49.5% |
| Participant deferral / active EE | $6,401 | $8,044-20.4% | $7,759-17.5% | $6,531-2.0% |
| Admin fee / account holder | $5,295 | $14,755-64.1% | $13,620-61.1% | $14,480-63.4% |