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 | $92,922 | $110,337-15.8% | $102,383-9.2% | $145,877-36.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 9.44% | 24.83%-15.4pp | 24.94%-15.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,240 | $4,216-46.9% | $3,870-42.1% | $4,663-52.0% |
| Participant deferral / active EE | $2,537 | $5,621-54.9% | $5,060-49.9% | $6,691-62.1% |
| Admin fee / account holder | $37,225 | $9,750+281.8% | $8,391+343.6% | $13,402+177.8% |